Job Description To promote all the product line of Mutual Fund N To up sell Mutual Fund products to Retail/HNI Clients N To generate fresh leads and acquire clients through reference to shore up the clientele N To achieve sales and revenue targets spread across product mix N To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing Nand upgrading the Client Net worth relationships N Profiling customers and provide Investment plan & financial advice to the client/HNI clients N Ensuring the highest levels of service to the client /HNI clients N One point of contact forthe assigned client N To execute monthly salesplan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients Nthrough regular weekly / monthly calls
📌 Product Specialist-Mutual Fund Sales (Sabarmati River)
🏢 Avani Consulting
📍 Sabarmati River
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