06 Aug
|
Tata Capital Finance
|
Mumbai
06 Aug
Tata Capital Finance
Mumbai
ERM - Monefy - Mumbai - Lower Parel - JM Major Deliverables:
- Establishing relationship with registered users - Based on the client’s requirement, recommending mutual funds - Achieving sales target for mutual fund sales – SIP / Lump sum - Resolving any of the client queries - Helping the investors with mutual fund portfolio review - Connecting with clients to give regular portfolio and market updates - Pitching on NFOs and other new products - Getting more referrals from the existing users for onboarding recent investors on the platform Specialized job competencies: Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification – VA.
Desired Experience: 1-4 years in Mutual fund sales
📌 Mutual Fund Sales Executive (Mumbai)
🏢 Tata Capital Finance
📍 Mumbai