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Major Deliverables:

• Establishing relationship with registered users
• Based on the client’s requirement, recommending mutual funds
• Achieving sales target for mutual fund sales – SIP / Lump sum
• Resolving any of the client queries
• Helping the investors with mutual fund portfolio review
• Connecting with clients to give regular portfolio and market updates
• Pitching on NFOs and other new products
• Getting more referrals from the existing users for onboarding new investors on the platform

Specialized job competencies:

Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification – VA. Desired Experience: 1-4 years in Mutual fund sales

Originally posted on Himalayas