
Sales Advisor
2 days ago
**Job description**
- Promote Mutual Fund, PMS, AIF and other such investment product lines to Retail and HNI clients.
- Generate leads and acquire clients through referrals to expand clientele.
- Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.
- Provide personalized investment plans and financial advice to clients, profiling their needs effectively.
- Serve as the primary point of contact for assigned clients, ensuring high levels of service and executing monthly sales plans to acquire and maintain HNI/UHNI clients.
**Educational Qualification**:
- Graduate
- NISM Certification will be added advantage
**What you will do**
- You'll promote Mutual Funds, PMS, AIF and other such investment product lines to Retail and HNI clients with enthusiasm.
- You'll actively generate leads, expand our client base through referrals, and achieve sales targets by upselling Mutual Fund products.
- Providing personalized financial advice and acting as the primary contact for assigned clients will be your priorities.
- Executing monthly sales plans to acquire and retain HNI/UHNI clients will contribute significantly to our organizations growth.
Pay: ₹20,000.00 - ₹42,362.72 per month
**Benefits**:
- Cell phone reimbursement
- Internet reimbursement
Compensation Package:
- Commission pay
Schedule:
- Day shift
Work Location: In person
**Speak with the employer**
+91 9056772211
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