- 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, perks, 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