Customer Acquisition Executive

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: Employees in the mutual fund industry hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Key Responsibilities: - Building and maintaining long-term connections with clients. - Promoting mutual fund products, acquiring new clients, and meeting sales targets. - Providing personalized investment advice and guiding clients on mutual fund investments. - Ensuring KYC compliance, processing transactions, and handling necessary paperwork. - Addressing client queries, providing regular updates, and managing portfolios. - Staying informed about market trends and product offerings to better advise clients. Qualifications Required: - Bachelor's degree in Finance, Business Administration, or related field. - Strong understanding of mutual fund industry regulations and compliance requirements. - Excellent communication and interpersonal skills. - Proven track record in sales and client relationship management. - Ability to stay updated with market trends and investment products. (Note: The additional details about the company have been omitted as they are not relevant to the job description provided.),

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