About the Job
Key responsibilities:1. Client Acquisition:
Identify and approach potential clients to promote mutual fund investment opportunities.
Generate leads through calling, referrals, and networking.
2. Sales & Business Development:
Pitch appropriate mutual fund schemes based on client needs and risk appetite.
Achieve monthly and quarterly sales targets.
3. Client Relationship Management:
Provide after-sales service and maintain regular contact with clients.
Address client queries regarding fund performance, market trends, and investment strategies.
4. Product Knowledge & Engagement:
Stay updated on mutual fund products, NAVs, and market developments.
Educate clients on financial planning, SIPs, SWPs, and other investment options.
5. Compliance & Documentation:
Ensure KYC compliance and accurate documentation of all transactions.
Maintain detailed records of client interactions and sales activities.
Number of Openings
7 openingsSkills
English Proficiency (Spoken)
Similar Job Programs
Cinematographer Job in Chandigarh at Autobott Services
Autobott Services
Stipend
INR 200000-400000 /year
Apply By
22 December, 2025
Experience
1 years
Working
full time
Business Development Executive Job in Mumbai at Upstep Academy
Upstep Academy
Stipend
INR 300000-384000 /year
Apply By
22 December, 2025
Experience
Fresher
Working
full time
Business Development Associate Job in Mumbai at Zell Education
Zell Education
Stipend
INR 950000- /year
Apply By
22 December, 2025
Experience
Fresher
Working
full time
Human Resources (HR) Associate Job in Bangalore at EDU TANTR
EDU TANTR
Stipend
INR 200000-240000 /year
Apply By
22 December, 2025
Experience
1 years
Working
full time
