Role & responsibilities
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 robust 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.
Solid 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.