Identify and approach potential clients through field visits, referrals, cold calling, and local networking
Explain mutual fund concepts, schemes, and benefits in straightforward terms
Convert prospects into investors and achieve monthly/quarterly sales targets
Promote SIPs, lump-sum investments, ELSS, tax-saving funds, and goal-based investment plans.
Assist clients with KYC, account opening, and investment documentation.
Track local market prospects and competitor activity
Provide feedback to management on client needs and market trends
Job Types: Full time, Permanent
Pay: ₹8,000.00 - ₹12,000.00 per month
Work Location: In person
📌 Field Sales And Marketing Representative Siwan
🏢 Grofinhub Services Private
📍 Siwan
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