Job highlights

- Good communication skills,existing experience in mutual fund or insurance sales,Good understanding of mutual fund investments and products,target oriented mindset,NISM mutual fund distribution certification - VA. Desired Experience: 1-4 years in Mutual fund sales . .
- Establishing relationship with registered users
- Based on the client s requirement, recommending mutual funds
- Achieving sales target for mutual fund sales - SIP / Lump sum
- Resolving any of the client queries
- Helping the investors with mutual fund portfolio review
- Connecting with clients to give regular portfolio and market updates
- Pitching on NFOs and other new products
- Getting more referrals from the existing users for onboarding current investors on the platform

Specialized job competencies: Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification - VA.

Desired Experience: 1-4 years in Mutual fund sales

📌 ERM - Monefy (Mumbai)
🏢 Tata Capital
📍 Mumbai