Field Executive
3 weeks ago
Job Description: Field Executive - Finance (Mutual Funds, Wealth Management)
**Location**: Chennai
**Key Responsibilities**:
- Acquire and manage clients through field visits and relationship building.
- Promote mutual funds and wealth management products tailored to client needs.
- Assist with account setup, KYC, and investment documentation.
- Stay updated on financial trends and market opportunities.
- Achieve sales targets and prepare regular performance reports.
**Requirements**:
- Bachelor’s degree in Finance or related field.
- Strong communication and interpersonal skills.
- Knowledge of financial products and market trends.
- Willingness to travel locally for client visits.
Pay: ₹12,000.00 - ₹25,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Health insurance
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
Work Location: In person
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