Generate new leads for Mutual Fund investments (SIP, ELSS, Lumpsum) through field networking, references and cold calling.
Meet clients, understand their financial goals and assist them in starting investments. Achieve monthly targets for new SIPs and AUM growth. Handle client documentation - KYC, SIP registration on BSE Star / NSE NMF.
- Generate leads for our CA services
- Explain our service packages in a simple and professional manner. Represent the firm professionally in client meetings and local business networking.