- Generate leads and acquire new clients for mutual fund products.
- Understand customer financial goals and suggest suitable investment options.
- Explain mutual fund schemes, SIPs, and investment benefits to clients.
- Conduct follow-ups through calls, meetings, and client visits.
- Build and maintain strong client relationships.
- Achieve monthly sales and revenue targets.
- Maintain customer records and daily sales reports.
- Coordinate with the operations team for documentation and processing.
Pay: ₹20,000.00 - ₹30,000.00 per month
Application Question(s):
- Candidate should have 2-3 years experience on Mutual fund sales with a proper client base, Salary is negotiable.
Education:
Experience:
- Mutual fund sales: 2 years (Required)
Work Location: In person
