Job Description
Job Description
Client Acquisition & Business Development
● Identify and acquire new clients through cold calling, referrals, networking, and digital leads.
● Promote and sell mutual fund schemes based on client risk profiles and financial goals.
● Achieve monthly, quarterly, and annual sales targets.
Relationship Management
● Build and maintain long-term relationships with retail and HNI clients.
● Conduct regular portfolio reviews and recommend suitable investment strategies.
● Address client queries, concerns, and service requests promptly.
Advisory & Financial Planning
● Understand client financial needs (retirement, tax planning, wealth creation, etc.).
● Recommend appropriate mutual fund products (Equity, Debt, Hybrid, SIPs, ELSS, et...