• Lead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment.
• Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets.
• Advise clients on mutual funds, SIPs, and investment decisions, building long-term relationships for repeat business.
• Actively engage in fieldwork to meet potential clients, promote mutual funds, and guide the team in client interactions.
• Meet individual and team sales targets, tracking progress and reporting business metrics.
• Educate clients on SIPs, assist with plan setup, track performance, and provide market insights to align portfolios with financial goals.
Job Type: Full-time
Pay: ?25,000.00 - ?30,000.00 per month
Schedule:
• Day shift
Supplemental Pay:
• Performance bonus
Experience:
• total work: 2 years (Required)
Work Location: In person
Speak with the employer
+91 8793030504
Application Deadline: 30/12/2024
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