Field Sales and Marketing Representative

Identify and approach potential clients through field visits, referrals, cold calling, and local networking

Explain mutual fund concepts, schemes, and benefits in simple terms

Convert prospects into investors and achieve monthly/quarterly sales targets

Promote SIPs, lump-sum investments, ELSS, tax-saving funds, and goal-based investment plans.

Assist clients with KYC, account opening, and investment documentation.

Track local market opportunities and competitor activity

Provide feedback to management on client needs and market trends

Job Types: Full-time, Permanent

Pay: ₹8,000.00 - ₹12,000.00 per month

Work Location: In person