Gharat Financial Services

1.Client Acquisition & Business Development Identify and acquire new investors through cold calls, leads, and referrals. Build and maintain strong relationships with retail and HNI clients. Promote SIP, lumpsum, ELSS, and other mutual fund schemes. 2.Investment Advisory Understand client’s financial goals, risk appetite, and time horizon. Suggest suitable mutual fund products as per client requirements. Conduct portfolio reviews and recommend rebalancing strategies. 3.Sales & Revenue Targets Achieve monthly and quarterly sales targets. Drive SIP registrations and ensure continuous investment inflows. 4.Compliance & Documentation Ensure proper KYC, risk profiling, and regulatory documentation. Stay updated with SEBI, AMFI, and internal compliance norms. 5.Market & Product Knowledge Stay updated on mutual fund schemes, capital market trends, and competitor products. Conduct investor awareness programs and presentations.