Mutual Fund Sales

2 weeks ago

Hyderabad, India Talent Stock Solutions Full time

Role:

- To promote all the product line of Mutual Fund in a leading BFSI company
- To up sell I Mutual Fund products to Retail/HNI Clients
- To generate fresh leads and acquire clients through reference to shore up the clientele
- To achieve sales and revenue targets spread across product mix
- To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
- Profiling customers and provide Investment plan & financial advice to the client/HNI clients
- Ensuring the highest levels of service to the client /HNI clients
- One point of contact for the assigned client
- To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Desired Skill:

- Should be able to visit clients
- Have good knowledge of Mutual Funds
- Should posses effective communication and presentation skills
- Ability to convince and negotiate with a confident and determined approach
- Should be highly self motivated and ambitious in achieving goals
- Should be capable of thriving in the competitive market
- Should be able to work in team and also perform independently
- Mutual Funds Sales, Derivatives,Equity,Insurance Or uslip

**Salary**: ₹30,000.00 - ₹35,000.00 per month

Shift:

- Day shift

**Experience**:

- total work: 1 year (required)

**Speak with the employer**
+91 7993035957

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