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Financial Services Professional

3 weeks ago

Jabalpur, Madhya Pradesh, India Waytogo Consultants Full time
Why Join Us?

At Waytogo Consultants, we offer a dynamic and challenging work environment that is ideal for professionals looking to grow and develop their careers. As a Financial Services Professional, you will have the opportunity to work with a talented team of experts who are dedicated to delivering exceptional results.

In this role, you will be responsible for acquiring new clients and increasing the client base through bank branches. You will drive mutual fund sales and achieve revenue targets, identifying and qualifying potential clients within the bank network. You will also promote AMC products and services to bank staff and customers, conducting training and workshops for bank staff on AMC products.

You will provide investment advice and guidance to bank customers, understanding customer needs and tailoring investment solutions accordingly. You will retain existing clients and increase their investment portfolios, ensuring high levels of customer satisfaction.

To succeed in this role, you must have experience in a MUTUAL FUND COMPANY or ASSET MANAGEMENT COMPANY, with a minimum of 3 years of experience required in AMC.

Main Responsibilities:

  • Acquiring new clients and increasing the client base through bank branches
  • Driving mutual fund sales and achieving revenue targets
  • Identifying and qualifying potential clients within the bank network
  • Promoting AMC products and services to bank staff and customers
  • Conducting training and workshops for bank staff on AMC products
  • Providing investment advice and guidance to bank customers
  • Understanding customer needs and tailoring investment solutions accordingly
  • Retaining existing clients and increasing their investment portfolios