Generate current 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
Versatile schedule
Internet reimbursement
Work from home

Education:
Higher Secondary(12th Pass) (Required)

Experience:
2year: 1 year (Required)

Language:
Hindi (Required)

Location:
Patna, Bihar (Required)

Shift availability:
Day Shift (Required)

Work Location: In person

📌 Customer Relationship Manager Patna
🏢 Suryansh Wealth Private
📍 Patna