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Customer Acquisition Executive KSQUARE TIMELINE

2.0 - 6.0 years

0 Lacs

bhopal, madhya pradesh

On-site

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 managi...

Posted 3 months ago

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