1: Job Purpose Statement To drive sales of Fixed Deposits and Mutual Funds through direct customer engagement and branch referrals. The role focuses on cross-selling to existing NBFC customers, acquiring new clients, and ensuring superior customer experience while meeting business targets
Preferred candidate profile
2: Duties & Responsibilities
- Cross-sell Fixed Deposits and Mutual Funds to existing NBFC customers and current prospects.
- Generate business through branch referrals and direct sourcing.
- Conduct periodic portfolio reviews and investment counselling for clients.
- Maintain and grow Mutual Fund AUM and SIP book.
- Ensure timely documentation, compliance, and onboarding for investment products.
- Participate in branch engagement activities and product training sessions.
- Provide market insights and feedback to improve product positioning and customer targeting.
- Support digital initiatives to increase business via online platforms.