Field Sales Executive
1 day ago
Client Acquisition:
Identify and approach potential clients to promote mutual fund investment opportunities.
Generate leads through calling, referrals, and networking.
Sales & Business Development:
Pitch appropriate mutual fund schemes based on client needs and risk appetite.
Achieve monthly and quarterly sales targets.
Client Relationship Management:
Provide after-sales service and maintain regular contact with clients.
Address client queries regarding fund performance, market trends, and investment strategies.
Product Knowledge & Engagement:
Stay updated on mutual fund products, NAVs, and market developments.
Educate clients on financial planning, SIPs, SWPs, and other investment options.
Compliance & Documentation:
Ensure KYC compliance and accurate documentation of all transactions.
Maintain detailed records of client interactions and sales activities.
Code of conduct
As prescribed by AMFI.
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