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Mutual Fund Representative ( Leading Finance Company )

2 - 5 years

2 - 3 Lacs

Posted:3 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Roles and Responsibilities

  • Manage relationships with existing clients to achieve revenue generation targets through cross-selling of mutual funds, equity sales, stock broking services.
  • Identify new business opportunities by generating leads and converting them into paying customers.
  • Develop and maintain a strong understanding of the company's products and services to provide expert advice to clients.
  • Collaborate with internal teams to resolve client queries and issues in an efficient manner.
  • Meet or exceed monthly/quarterly targets set by the organization.

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