Mutual Fund Sales Manager Prudent Asset India Pvt Ltd

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Mutual Fund Sales Manager at iPrudent, you will play a crucial role in promoting mutual fund products, establishing and nurturing client relationships, and ensuring high levels of customer satisfaction. Your responsibilities will include devising effective strategies to drive sales, conducting client consultations, managing investment plans, collaborating with marketing teams, and staying abreast of market trends and regulatory updates. Your success in this role will be measured by consistently achieving sales targets and your commitment to ongoing professional development. To excel in this position, you must possess a strong understanding of mutual funds and investment products, along with a proven track record in sales, client relationship management, and meeting sales objectives. Exceptional communication, interpersonal, and negotiation skills are essential, as well as the ability to analyze financial data and market trends. Knowledge in tax planning, estate solutions, and goal-based investing will be beneficial for you to provide comprehensive financial advice to clients. Ideally, you should hold a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Possessing relevant certifications such as NISM and AMFI would be advantageous. The role requires you to work both independently and collaboratively in a dynamic environment, where adaptability and teamwork are key to your success.,

Posted 2 weeks ago

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