Identify and approach potential clients for mutual fund investments and Demat account opening.
Explain product features, benefits, and associated risks to customers.
Assist clients with KYC documentation and account opening procedures.
Achieve monthly sales and business development targets.
Maintain client relationships and ensure regular portfolio follow-ups.
Educate customers about SIPs, investment options, and financial planning.
Coordinate with internal teams for smooth account activation and transaction processing.
Stay updated on financial market trends, mutual fund schemes, and regulatory changes.
Participate in marketing and promotional activities organized by the company.
Key Skills & Competencies:
Strong communication and interpersonal skills.
Good understanding of mutual funds, stock markets, and financial products.
Persuasive selling and negotiation ability.
Customer-focused approach with a positive attitude.
Ability to work independently and meet deadlines.
Qualifications & Experience:
Bachelor's degree in Finance, Commerce, Business Administration, or related field.
NISM Series V-A certification (Mutual Fund Distributor) preferred or must be obtained after joining.
0-3 years of experience in financial product sales, preferably in mutual funds or stockbroking.
Freshers with strong communication skills and interest in financial markets are welcome.
Job Type: Full-time
Pay: ₹12,000.00 - ₹20,000.00 per month
Benefits:
Provident Fund
Work Location: In person
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