Job Description To promote all the product line of Mutual Fund
n To up sell Mutual Fund products to Retail/HNI Clients
n To generate fresh leads and acquire clients through reference to shore up the clientele
n To achieve sales and revenue targets spread across product mix
n To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
nand upgrading the Client Net worth relationships
n Profiling customers and provide Investment plan & financial advice to the client/HNI clients
n Ensuring the highest levels of service to the client /HNI clients
n One point of contact for the assigned client
n To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
nthrough regular weekly / monthly calls
n