Company Name :- VENTURA RESEARCH
Company Website :- http://venturareseach.in
Job description
Promote Mutual Fund and Corporate FD product lines to Retail and HNI clients.
Generate leads and acquire clients through referrals to expand clientele.
Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.
Provide personalized investment plans and financial advice to clients, profiling their needs effectively.
Serve as the primary point of contact for assigned clients, ensuring high levels of service and executing monthly sales plans to acquire and maintain HNI/UHNI clients.
Educational Qualification:
Graduate
NISM Certification will be added advantage
Minimum 0.6 year experience