Mutual Fund Advisor Sales

5 days ago


Vesu Surat Gujarat, India Rishi Jobs Full time

Explain mutual fund products to clients and suggest suitable investment options.
- Call and follow up with potential investors to generate leads and convert them.
- Maintain strong relationships with clients to ensure repeat business.
- Achieve monthly and quarterly sales targets set by the company.
- Assist clients in completing KYC, documentation, and online/offline investment processes.
- Stay updated on mutual fund products, market trends, and regulatory updates.
- Coordinate with back-office for client servicing and issue resolution.
- Maintain records of sales activity and prepare daily/weekly reports.

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

Pay: ₹19,000.00 - ₹25,000.00 per month

Schedule:

- Day shift
- Morning shift

**Experience**:

- Financial sales: 1 year (preferred)

Work Location: In person


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