- Sell and promote mutual fund products to HNI clients and achieve sales targets.
- Generate and follow up with prospects to convert leads into clients.
- Build and maintain strong client relationships through regular engagement and meetings.
- Understand client requirements and explain suitable mutual fund investment options.
- Maintain accurate client records and update all activities using CRM tools.
Preferred candidate profile
- Candidate with basic knowledge of Mutual Funds and financial products.
- Strong sales-oriented and aggressive business development mindset.
- Excellent communication, persuasion, and relationship-building skills.
- Comfortable handling HNI clients and conducting client meetings.
- Willing to travel within the city for client meetings and business development.
- Confident personality with a robust focus on lead conversion and client engagement.