Advisor / Consultant (India)

Advisor / Consultant (India)

02 Oct
|
Rgmf Services Private
|
India

02 Oct

Rgmf Services Private

India

- Promote and encourage customers to download the RGMF App.

- Assist customers in registering and onboarding themselves on the RGMF platform.

- Educate customers about Mutual Fund SIPs and encourage them to start SIP investments according to their financial goals and risk profile.

- Promote RGMF’s financial products and investment solutions through customer interactions and marketing activities.

- Generate new leads and convert potential customers into active users and investors.

- Explain product features, perks, processes, and applicable terms clearly to customers.

- Maintain regular follow-ups with prospective and existing customers to support onboarding and investment-related activities.

- Achieve assigned targets for app downloads, customer onboarding, SIP registrations, and financial product promotion.

- Follow all applicable company policies and regulatory requirements while promoting financial products.

📌 Advisor / Consultant (India)
🏢 Rgmf Services Private
📍 India

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