Tata Capital
Location
Mumbai | India
Job description
Major Deliverables:
- Establishing relationship with registered users
- Based on the client s requirement, recommending mutual funds
- Achieving sales target for mutual fund sales - SIP / Lump sum
- Resolving any of the client queries
- Helping the investors with mutual fund portfolio review
- Connecting with clients to give regular portfolio and market updates
- Pitching on NFOs and other new products
- Getting more referrals from the existing users for onboarding new investors on the platform
Specialized job competencies:
Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification - VA.
Desired Experience: 1-4 years in Mutual fund sales
Job tags
Salary
