09 Sep
|
AAA Merchant Bank Private
|
New Delhi
09 Sep
AAA Merchant Bank Private
New Delhi
Company: AAA Merchant Bank Pvt. Ltd.
Location: New Delhi
Employment Type: Internship / Full time, depending on candidate profile
About the Role
We are looking for a motivated individual to join our Investment Distribution Sales team, with a focus on client acquisition, relationship management and business development.
The role will involve engaging with prospective and existing investors, understanding their investment requirements and assisting them with suitable investment solutions across Mutual Funds, SIFs, PMS, AIFs, GIFT City products and other investment opportunities.
The position can be structured as an internship or full-time opportunity depending on the candidate's experience, skills and overall fit.
Key Responsibilities
Follow up with leads generated through the company's performance marketing campaigns and convert qualified leads into clients.
Conduct outbound/cold calls to prospective clients and generate new business opportunities.
Identify and acquire new clients through lead generation, networking, referrals and other business development initiatives.
Understand clients' financial objectives, investment preferences and risk profiles.
Assist in identifying suitable investment solutions based on client requirements.
Build and maintain long-term relationships with clients.
Develop a strong understanding of the firm's investment offerings across Mutual Funds, SIFs, PMS, AIFs, GIFT City products and other investment solutions.
Coordinate with the investment/product research team to understand and communicate relevant investment opportunities.
Conduct regular follow-ups with prospects throughout the sales and onboarding process.
Contribute towards business development, client acquisition and overall AUM growth.
What We're Looking For
Graduate degree in Finance, Commerce, Economics, Business or a related field.
Fresh graduates with a strong interest in investments and financial markets are welcome to apply.
Prior experience in mutual fund distribution, wea
📌 Relationship Manager – Investment Distribution Sales (New Delhi)
🏢 AAA Merchant Bank Private
📍 New Delhi