About the Job
Key Responsibilities:1. Acquire new clients through cold calling, referrals, and networking
2. Conduct client meetings (online/offline) to explain mutual fund products
3. Understand the client's financial goals and risk profile to recommend suitable schemes
4. Promote SIP, lump-sum investments, and other mutual fund solutions
5. Achieve monthly and quarterly sales targets
6. Build and maintain long-term relationships with clients
7. Ensure completion of KYC, onboarding, and required documentation
8. Follow SEBI and AMFI compliance guidelines
9. Provide after-sales support, including portfolio reviews and service requests
10. Handle client queries related to investments, switches, and redemptions
11. Maintain CRM updates, sales pipeline, and MIS reports
12. Coordinate with internal teams and AMCs for smooth operations
Number of Openings
5 openingsSkills
Effective Communication, Finance, Cold Calling, Lead Generation, B2B Sales, Business Development
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