Make outbound calls to potential and existing clients to promote mutual fund products.
Understand customer financial needs and recommend suitable investment options.
Explain product features, advantages, returns, risks, and processes clearly.
Generate leads, follow up regularly, and convert prospects into sales.
Maintain accurate records of calls, inquiries, follow ups, and conversions.
Achieve monthly sales and revenue targets.
- Coordinate with the wealth advisory team for client onboarding and documentation.
📌 Mutual Fund Sales (Agra)
🏢 RMoney
📍 Agra