Mutual Funds

2 weeks ago

Anand, India DP TradeKING Private Limited Full time

Responsibilities:

- To promote all the product line of Mutual Fund
- To up sell Mutual Fund products to Retail/HNI Clients
- To generate fresh leads and acquire clients through reference to shore up the clientele
- To achieve sales and revenue targets spread across product mix
- To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
- Profiling customers and provide Investment plan & financial advice to the client/HNI clients
- Ensuring the highest levels of service to the client /HNI clients
- One point of contact for the assigned client
- To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
- Must have graduate
- Good knowledge of selling MF

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹150,000.00 - ₹300,000.00 per year

**Benefits**:

- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Yearly bonus

Ability to commute/relocate:

- Opp. Panchal Hall, Town Hall Road,, Anand - 388001, Gujarat: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9909147774

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