Key Responsibilities:
- 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: ₹15,000.00 - ₹25,000.00 per month
Benefits:
Work Location: In person
