Mutual Fund

3 days ago

Ahmedabad, India Investmentor Securities Ltd Full time

We are looking for young and dynamic sales representative to kickstart a new business line, with hands on experience in Financial planning, wealth management or investment advisory in Mutual funds, Life or General Insurance.
- Tie up with different AMCs, and can do marketing and sales for MFs.
- Contacting existing clients and pitch new investment opportunities in MF market.
- Acquire new clients, advise and update about new investment opportunities.
- Plan activities/seminars and webinars to educate/aware existing and potential clients.
- Prepare business plans and strategies.
- Maintain long term relationships with existing high networth customers
- Revenue generation through sale of PMS, bonds, MFs.

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

**Salary**: ₹15,000.00 - ₹50,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Ahmedabad: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (required)
- mutual fund: 1 year (required)
- Financial planning: 1 year (required)
- Wealth management: 1 year (required)

Work Location: One location

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