Sales Agent
1 week ago
**Responsibilities**:
Client Acquisitions
Attend leads, understand profile of client and their needs to convert them into investments.
Give recommendation of mutual funds or portfolios to the clients as per their investment objectives.
Analyze and Manage client’s portfolios.
Build and maintain the client base.
Client Support
Understand their queries and provide the right solution in the given time.
Coordinating with the other departments like Operations, Tech and Research Team.
**Skills**:
Knowledge of Mutual Funds and Financial markets
Good Interpersonal & Convincing Skills
Good verbal and written communication skills in English
Experience
1-2 yrs of experience in finance industry
Competitive freshers are allowed
**Job Types**: Full-time, Regular / Permanent, Fresher
**Salary**: ₹16,000.00 - ₹21,000.00 per month
Shift:
- Flexible shift
Ability to commute/relocate:
- Udaipur, Rajasthan: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
**Speak with the employer**
+91 8306107771
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