* 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