Identify and approach potential clients (individuals, corporates, HNIs).
Conduct meetings to understand clients' investment needs and risk appetite.
Build and maintain strong, long-term relationships with clients.
2.
Sales & Revenue Generation
Promote and sell mutual fund products (equity, debt, hybrid, etc.).
Achieve assigned sales targets (SIP registrations, AUM growth, etc.).
Upsell and cross-sell related financial products where applicable.
3.
Market Research & Product Knowledge
Stay updated on mutual fund products, NAVs, performance, and market trends.
Understand and explain fund features, risk-return profiles, and benefits to clients.
Monitor competitor offerings and market developments.
4.
Client Servicing & Support
Provide after-sales service and support including account opening, transaction processing, and documentation.
Resolve client queries regarding investments, statements, redemptions, etc.
5.
Compliance & Documentation
Ensure complete KYC and compliance as per regulatory norms (SEBI, AMFI).
Maintain proper records of client interactions, transactions, and feedback.
6.
Reporting & Coordination
Prepare daily/weekly/monthly sales and performance reports.
Coordinate with internal departments (operations, compliance, customer service).
Attend regular training and review meetings.
Job Type: Full-time
Pay: ₹15,000.00 - ₹25,000.00 per month
Work Location: In person
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