Arthavaidya Financial Services Private Limited

1 Job openings at Arthavaidya Financial Services Private Limited
Mutual Fund Sales Executive kothrud, pune 0 - 31 years INR 1.44 - 2.16 Lacs P.A. On-site Full Time

* Generate leads and acquire new investors for mutual fund investments * Understand client financial goals and suggest suitable fund options * Handle client onboarding, KYC, and documentation * Achieve monthly and quarterly SIP/AUM targets * Maintain long-term client relationships through regular follow-ups * Ensure compliance with SEBI/AMFI guidelines