Customer Acquisition Executive

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. Qualification Required: - Bachelor's degree in Finance, Business Administration, or related field. - Strong knowledge of mutual funds and financial markets. - Excellent communication and interpersonal skills. - Ability to work effectively in a team environment. - Relevant certifications such as AMFI certification would be a plus. Note: The job description also includes additional details about the company, KSquare. KSquare is a well-diversified financial services firm offering a range of products and services such as Portfolio Management Services, Loans & Taxation. The company is professionally managed and led by a Board of Directors and an experienced management team. With a strong brand recognition, distribution reach, and client relationships, KSquare is positioned for future growth.,