A D Naik Wealth is one of India's top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation,
Scheduling client meetings daily for sales, attending phone calls, dealing with client
Tele-sales by identifying the client's needs and suggesting the product available.
Executing the transactions as requested by clients/ Growth Managers and completing
Providing data and analysis to help the sales team.
Manage sales tracking tools, ERP, and CRM systems and report on key
Liaise with the growth managers to develop specific sales strategies
- Stay up to date with all Mutual funds and Insurance products
- Helping the sales team with the presentation and joint calls.