- Generate new clients and develop long-term relationships with existing clients.
- Explain Mutual Fund products, SIPs, investment concepts and financial solutions to clients.
- Understand client requirements, financial goals and investment preferences.
- Assist clients with account opening, KYC, SIP registration, transactions and service requirements.
- Follow up with prospective clients through calls, meetings and digital communication.
- Maintain regular communication and provide quality after-sales service.
- Generate leads through references, networking and other appropriate channels.
- Maintain proper records of client interactions and business activities.
- Stay updated about Mutual Fund products,
market developments and industry practices.
- Work ethically and in accordance with applicable regulatory and company guidelines.
Pay: ₹8,000.00 - ₹20,000.00 per month
Perks:
- Cell phone reimbursement
- Commuter assistance
- Flexible schedule
- Internet reimbursement
- Work from home