Mutual Fund Sales Executive

PMPK Wealth Pvt Ltd

0 - 2 Years
5 Openings
2.0-5.0 Lac/Yr
Ranchi
Face-to-Face interview

Key Skills

Computer Skills Sales & Marketing Financial Products Mutual Fund Sales Walk in

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Job Description

Candidate must have good computer & communication skill, good personality, always ready to strengthen their abilities, accountability, punctual, teamwork, self-motivation, form filling ability and ready to build their carrier in sales & marketing of financial products as per client’s need.

After proper training & mandatory certification by the candidates they have to visit/attend clients and address their queries. They will have to help client to evaluate their financial goals, risk tolerance and time horizon. They also educates the client on different investment options, evaluates their risk-taking capacity, analyses investment options, devises the right investment strategy, helps them to diversify their portfolio, and keeps records of the investments.

Address: PMPK House, S. N. Ganguly Road, Main Road, Ranchi -

Experience
0 - 2 Years
No. of Openings
5
Education
B.B.A, B.Com, M.B.A/PGDM, Any Bachelor Degree
Role
Mutual Fund Sales Executive
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office

About PMPK Wealth Pvt Ltd

The making of PMPK WEALTH PRIVATE LIMITED started way back in the year 1964 and since then we are serving more than 2700 families and bringing smiles to more than 6000 individual clients by crafting financial worry free life for them. Our biggest asset is our goodwill and integrity which made us serve 3 generations of our clients and we are sure that we will be serving the next 3 generations also by regularly updating our business and processes as per their requirement.
At present we are managing Rs. 750 Crores under mutual fund and Rs. 150 Crores in other financial products with a SIP book of 5 Crores per months. We are member of Top 100 IFA of the country with the good wishes and faith of our clients. 15 qualified and dedicated support executives are always on toe to serve you at amazing speed which brings delight and confidence for our clients.