Key Responsibilities
Advising clients with regards to their Investments in Mutual Fund & Insurance product Market,
Building relationships with the client & educating them about Investments
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.