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Mutual Fund Specialist

Mutual Fund Specialist

Boost Tech

1 - 4 years

5 - 6 Lacs

mumbai

Posted:1 month ago| Platform:

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Skills Required

mutual funds stock broking nism demat broking firm sales broking mutual funds sales equity broking equity sales brokerage

Work Mode

Work from Office

Job Type

Full Time

Job Description

Engage with existing customers to understand their financial goals and provide tailored investment solutions.
Maintain strong customer relationships to ensure long-term satisfaction and retention.

Required Candidate profile

Actively seek customers' referrals and expand the customer base through targeted outreach and networking.To Conduct Successful Investment Awareness Programs (IAP) and generate leads & close the sales

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Mutual Fund Specialist