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Mutual Fund
3 weeks ago
Handling Mutual Fund Sales & Development - B2B and B2C.
- Arrange meeting with Brokers, B2B clients and B2C Activation.
- Activation of account in Mutual fund for new and old Brokers.
- Providing guidance concern to your reporting authority of SIP and Lumsum mutual fund products.
- Helping in generating transaction to the Broker for Purchase and Sales in MF.
- Sharing AMC (Asset Management Company) information events, products to the Broker via call and involve them to participate.
- If any new product or opportunity comes, than arrange personal meeting with Broker or VC as per the requirement.
- Cross selling of product to the direct client of the company.
- Handling potential client’s portfolio and convince them to invest in other product.
- Handling broker’s query and resolve within time frame.
- Active Broker by providing the latest trends going in the market of Mutual Fund.
- MF activation in equity brokers.
- Self Sourcing for MF.
- B2B hand handling and mentoring for MF.
- Get target v/s achievements from - B2B.
- New B2C and B2B account opening regarding MF.
- Mandate process.
**Job Types**: Full-time, Walk-In
Pay: ₹15,000.00 - ₹20,000.00 per month
**Benefits**:
- Paid sick time
- Provident Fund
Shift:
- Day shift
**Experience**:
- Cold calling: 1 year (required)
- total work: 1 year (preferred)
- Sales: 1 year (preferred)
- sales representative: 1 year (preferred)
**Language**:
- English (preferred)
**Speak with the employer**
+91 8153073000
