1. Advising clients with regards to their Investments in Mutual Fund & Insurance product Market,
2. Building relationships with the client & educating them about Investments
3. Accelerating client base.
- To promote all the product line of Mutual Fund & Insurance.
- To up sell Mutual Fund & Insurance products to Clients
- To achieve sales and revenue targets spread across product mix
- To achieve the business targets assigned in terms of selling Mutual Fund Products.
- Profiling customers and provide Investment plan & financial advice to the clients
- Daily Market updates & Knowledge updation to the individual
- Mobile App updation & Daily website updation
Key Skill
Minimum Graduation.
At least 6 month to 1 year Experience Relevant field.