Mutual Fund Sales Executive

MYASSETSCONSOLIDATION

Job Description

Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions

Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal

Conduct timely and regular follow ups with the clients and tag them on broadcasts and new articles

Increase client database by meeting new clients and taking references from the existing ones and hence build AUM

Review and diversify existing client portfolio on a regular basis and provide guidance accordingly

Achieve financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products

Update and cross - sell products and services to existing clients and update them about the primary and secondary market trends

Ensure regular connect with pending leads/references

Update self-regarding all schemes, products and solutions by regularly attending trainings and reading NFOs

Conduct activities . conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes

Share regular communications with client regarding information, research and material of the organization

Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads

• Experience2 - 6 Years
• No. of Openings2
• EducationAny Bachelor Degree
• RoleSales Executive
• Industry TypeBanking / Financial Services / Stock Broking
• GenderMale
• Job CountryIndia
• Type of JobFull Time
• Work Location TypeWork from Office