Responsible for promoting and selling mutual fund products to prospective clients. Handle direct sales through provided leads, maintain client relationships, and ensure achievement of sales targets.
Key Responsibilities:
Contact and follow up with potential clients from provided leads.
Explain mutual fund schemes and help clients select suitable investment options.
Achieve monthly sales and conversion targets.
Maintain good relationships with clients for repeat business and referrals.
Stay updated on mutual fund products, NAVs, and market trends.
Coordinate with internal teams for smooth transaction processing.
Required Skills:
Basic understanding of mutual funds and financial markets.
Strong communication and interpersonal skills.
Sales-oriented mindset and confidence in client interaction.
Ability to handle targets and perform under pressure.
Qualification:
Bachelor's degree in Finance, Commerce, or related field preferred.
NISM Mutual Fund certification will be an added advantage.