- Client Consultations: Meet with clients in the Delhi NCR region by fixed prior appointments to explain mutual funds, equity products, and wealth creation strategies.
- Portfolio Guidance: Understand client financial goals and risk appetites to recommend appropriate equity and mutual fund schemes.
- Lead Utilization: Work on pre-qualified leads provided by the company to establish contact and secure meetings.
- Relationship Management: Maintain transparent communication with prospective and existing investors to ensure client satisfaction and long-term retention.
- Sales Targets: Achieve monthly and quarterly sales targets for Mutual Fund Assets Under Management (AUM) and Equity onboarding.
- Compliance & Documentation: Assist clients with complete KYC paperwork, account opening, and transaction documentation according to regulatory guidelines.
📌 Business Development Associate (Noida)
🏢 Perccent Edge Private
📍 Noida
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