Mutual Fund Executive

2 weeks ago


Lower Parel Mumbai Maharashtra, India BTW Visa Services India Pvt Ltd Full time

**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.**

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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