About the Job
Key Responsibilities:1. Identify and approach potential clients for mutual fund investments and demat account opening.
2. Explain product features, benefits, and associated risks to customers.
Assist clients with KYC documentation and account opening procedures.
3. Achieve monthly sales and business development targets.
4. Maintain client relationships and ensure regular portfolio follow-ups.
5. Educate customers about SIPs, investment options, and financial planning.
6. Coordinate with internal teams for smooth account activation and transaction processing.
7. Stay updated on financial market trends, mutual fund schemes, and regulatory changes.
8. Participate in marketing and promotional activities organized by the company.
Number of Openings
6 openingsSkills
Sales
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