Mutual Fund Distributor

Roles and Responsibilities

• Manage relationships with existing clients to increase AUM (Assets Under Management) through cross-selling mutual funds.
  
• Identify new business opportunities by prospecting for potential customers and acquiring new clients.
  
• Achieve sales targets by selling mutual fund products such as SIPs (Systematic Investment Plans), NISM VA (Vehicle Agreement), etc.
  
• Provide excellent customer service to ensure high levels of client satisfaction and retention.
  
• Collaborate with internal teams to resolve client queries and issues.
  

Desired Candidate Profile

• 2-5 years of experience in mutual funds sales or related field.
  
• Strong understanding of mutual funds concepts, including MFs, NISM VA, SIPs, etc.
  
• Excellent communication skills with ability to build strong relationships with clients.
  
• Ability to work independently with minimal supervision while meeting sales targets.