- Generate and convert leads through calls and other channels
- Understand client financial goals and risk appetite
- Recommend suitable mutual fund products and investment solutions
- Explain SIPs, lump-sum investments and various mutual fund categories
- Achieve monthly sales and business targets
- Build and maintain long-term client relationships
- Follow up with prospective and existing clients
- Handle investment-related queries and provide excellent customer service
- Maintain accurate client records and ensure compliance with company guidelines
Preferred candidate profile
Someone with positive communication, convincing/presentation skills, a sales mindset, and an interest in the financial services/investment industry.