We are looking for an enthusiastic Field Sales skilled men to join our MF & Wealth Department and drive mutual fund, Bonds, NCD, MLD, PreIPO, PMS, AIF, LAS sales through effective client communication.
The ideal candidate should have strong selling skills, financial product awareness, and the ability to build customer trust over calls.
Key Responsibilities:
- 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, benefits, 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.
Required Skills:
- Positive communication and convincing skills.
- Basic understanding of mutual funds or financial products.
- Ability to handle objections and close sales.
- Customer-focused attitude with professionalism.
- MS Office and CRM knowledge (added advantage).
Qualification: •Graduate Commerce & PG MBA Fin. (preferred).