Role & responsibilities
Drive sales of Mutual Funds, Fixed Deposits, SIPs, and other investment products.
Acquire current customers through direct sourcing, referrals, and branch leads.
Manage and strengthen relationships with existing customers to drive repeat business.
Conduct portfolio reviews and provide investment advisory services based on customer needs.
Ensure smooth onboarding, documentation, and regulatory compliance for all transactions.
Achieve assigned sales targets and contribute to business growth.
Collaborate with branch teams to generate leads and enhance customer engagement.
Track market trends and provide insights to improve customer acquisition and retention.