Mutual Fund Advisor (Mumbai)

Mutual Fund Advisor (Mumbai)

09 Aug
|
Sj Hiring Solutions Thane
|
Mumbai

09 Aug

Sj Hiring Solutions Thane

Mumbai

1. Identify and approach potential clients to generate leads and drive Mutual fund sales growth.

2. Present and promote investment products or services to prospective customers.

3. Maintain robust relationships with existing clients and discuss upsell cross sell opportunities.

4. Prepare and deliver sales pitches tailored to clients financial plan.

5. Achieve monthly and quarterly sales targets.

6. Stay informed on market trends and competitor activities.

7. Prepare reports on sales performance and client feedback.

8. NISM 5A Certified

📌 Mutual Fund Advisor (Mumbai)
🏢 Sj Hiring Solutions Thane
📍 Mumbai

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