16 Oct
|
Vikatan Group
|
Chennai
16 Oct
Vikatan Group
Chennai
Job Purpose: To acquire current investors, build client relationships, and drive mutual fund sales and AUM growth.
Key Responsibilities:
- Acquire new clients through lead generation, referrals, and networking.
- Promote mutual fund investments, SIPs, and other investment products.
- Build and maintain strong relationships with existing clients.
- Achieve monthly sales, AUM, and revenue targets.
- Follow up on leads and ensure customer retention.
- Ensure KYC documentation and regulatory compliance.
- Maintain sales reports and update client records.
Pay: ₹25,000.00 - ₹35,000.00 per month
Work Location: In person
📌 Relationship Manager - Mutual Fund (Chennai)
🏢 Vikatan Group
📍 Chennai