Job Description

• Identify potential clients like- financial intermediaries, corporate investors and expanding customer base
• Create & maintain database of prospects & convert into long-term clients for mutual fund & other investment products
• In-depth knowledge of insurances, mutual fund schemes, strategies to invest & financial services
• Must be able to customize investment plan to meet financial goals maintaining the risk appetite of clients
• Should be updated with market trends, new product offerings & regulatory change in mutual fund industry
• Achieve sales target, prepare & submit reports to the sales head
• Build a rapport with clients, addressing their doubts for mutual fund performance analysis

Candidates Profile

• Must be graduate in Business, Finance or similar field
• Prior experience in selling financial services like general insurances, mutual fund products is preferred
• Strong knowledge in mutual fund, investment planning & portfolio management
• Good inter-personal skills, self-motivated & goal- oriented approach
• Able to achieve sales target & work in dynamic situation
• Should be able to explain complicated financial concepts in layman terms

Office Timings

Mon to Fri- 10am to 7pm

Sat- 10am to 4:30pm

3rd Sat is off every month

Interested candidates can contact HR Anwesha @8100964492

Job Type: Full-time

Pay: From ?10,000.00 per month

Schedule:

• Day shift
• Fixed shift

Application Question(s):

• What is your current CTC?
• What is your expected CTC?
• What is the notice period that you need to serve
• Do you have experience in selling mutual funds?

Experience:

• selling financial products (mutual fund, insurance): 1 year (Required)

Work Location: In person