Generate potential client leads through cold calling, referrals, and professional networking.
Explain and promote mutual fund products and other investment services to prospective clients.
Assess client investment goals, risk appetite, and financial needs to recommend suitable mutual fund schemes.
Maintain accurate and up-to-date client records and interactions in the CRM system.
Coordinate with Relationship Managers and the Operations team to ensure smooth client onboarding and transaction processing.
Achieve monthly and quarterly sales targets for mutual fund distribution and client acquisition.
Stay informed about market trends, AMFI guidelines, and SEBI compliance requirements.
Deliver high-quality post-sales service and build long-term relationships with clients to enhance retention and satisfaction.
Job Type: Full-time
Pay: ?18,000.00 - ?25,000.00 per month
Work Location: In person
Beware of fraud agents! do not pay money to get a job
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.