Field Sales Executive

0 - 31 years

1 - 2 Lacs

Posted:6 days ago| Platform: Apna logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Client Acquisition: Identify and approach potential clients to promote mutual fund investment opportunities. Generate leads through calling, referrals, and networking. Sales & Business Development: Pitch appropriate mutual fund schemes based on client needs and risk appetite. Achieve monthly and quarterly sales targets. Client Relationship Management: Provide after-sales service and maintain regular contact with clients. Address client queries regarding fund performance, market trends, and investment strategies. Product Knowledge & Engagement: Stay updated on mutual fund products, NAVs, and market developments. Educate clients on financial planning, SIPs, SWPs, and other investment options. Compliance & Documentation: Ensure KYC compliance and accurate documentation of all transactions. Maintain detailed records of client interactions and sales activities. Code of conduct As prescribed by AMFI.

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