Role & responsibilities
- Generate current customers and business opportunities.
- Explain mutual fund products, SIPs and investment options to customers.
- Build and maintain long-term customer relationships.
- Follow up with leads and existing customers.
- Assist customers with account opening, KYC and documentation.
- Achieve assigned sales and business targets.
- Provide proper and ethical information about mutual fund products.
Preferred candidate profile
- NISM Series V-A certification preferred/required as applicable.
- Graduate preferred.
- Freshers can also apply.
- Basic knowledge of mutual funds, SIP and financial products.
- Good communication and interpersonal skills.
Please share your updated profile at
[email protected]
📌 Mutual Fund Distributor (New Delhi)
🏢 Neova Global Fintech
📍 New Delhi