Roles & Responsibilities 1. Explain mutual fund products and investment options to prospective c
1. Understand customers' financial goals and investment preferences. 3.Generate leads through calling, referrals, and other business development activities. 4. Follow up with interested customers and convert leads into clients.
2. Build and maintain strong relationships with customers.
3. Explain investment risks, returns, and product features clearly.
7.Assist customers with mutual fund application and documentation processes. 8.Achieve assigned sales targets and business goals.
1. Maintain customer information and follow up regularly.
Required Skills
1. Good communication and convincing skills.
2. Basic knowledge of mutual funds and financial products.
3. Solid customer relationship management skills.
4. Lead generation and sales conversion abilities
5.
Good negotiation and follow-up skills.
6. Basic computer knowledge.
Mandatory Certifications & Eligibility
1. Mutual Fund Certification (AMFI) • Candidates must possess AMFI-related certification
2. Insurance Certification (IRDAI)
- Candidates must possess a valid IRDAI-related insurance agent certification / qualification.
Educational Qualification
- Any Graduate.
- B. Com, BBA, MBA (Finance), or other finance-related qualifications preferred.
Experience
- 13 years of experience in mutual funds and insurance related will preferred.
Note: We are only hiring for the female candidates Interested candidates please send their updated resume to this WhatsApp number (phone hidden)