Daksh ventures

1 Job openings at Daksh ventures
Mutual fund sales agent jamnagar,gujarat 2 - 6 years INR Not disclosed On-site Full Time

As a Mutual Fund Sales Agent at Rajlaxmi Wealth, your role will involve engaging in day-to-day sales activities related to mutual fund products and services. Your primary responsibility will be to assist clients in goal planning and to provide them with comprehensive solutions. Key Responsibilities: - Engage in sales activities related to mutual fund products and services - Assist clients in goal planning and provide them with suitable financial solutions - Utilize your communication and customer service skills to build strong relationships with clients - Demonstrate your sales and insurance knowledge to effectively promote mutual fund products - Conduct training sessions to educate clients on various investment options - Leverage your strong interpersonal skills to understand clients" needs and preferences - Work towards meeting sales targets and goals set by the company Qualifications required for this role: - Strong communication and customer service skills - Solid sales and insurance knowledge - Previous experience in conducting training sessions - Excellent interpersonal skills to build rapport with clients - Ability to meet sales targets and goals consistently - Knowledge of mutual fund products and services - Bachelor's degree in Finance, Business Administration, or a related field Please note that Rajlaxmi Wealth is a company dedicated to providing end-to-end goal planning services to clients.,