Mutual fund distributor (India)

• Generate leads and acquire recent clients for mutual fund products.
• Understand customer financial goals and suggest suitable investment options.
• Explain mutual fund schemes, SIPs, and investment benefits to clients.
• Conduct follow-ups through calls, meetings, and client visits.
• Build and maintain strong client relationships.
• Achieve monthly sales and revenue targets.
• Maintain customer records and daily sales reports.
• Coordinate with the operations team for documentation and processing.

Compensation: 20,[hidden],000.00 per month

Application Question(s):

• Candidate should have 2-3 years experience on Mutual fund sales with a proper client base, Salary is negotiable.

Education:

• Bachelor's (Preferred)

Experience:

• Mutual fund sales: 2 years (Required)

Work Location: In person .