Roles and Responsibilities
,To promote all the product line of Mutual Fund,To up sell Mutual Fund products to Retail/HNI Clients,,To generate fresh leads and acquire clients through reference to shore up the clientele,,Desired Candidate Profile
To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading.Keyskills: Relationship management CEC wealth Retail Sales Mutual Fund management investment NISM Financial advisory DET B2C Client relationships AMC Investment Advisory Sales Planning customers service