Posted:3 weeks ago|
Platform:
On-site
Full Time
Key Responsibilities:
- Drive mutual fund sales through client interactions and portfolio recommendations.
- Generate leads through existing client base and market outreach.
- Conduct risk profiling and suggest suitable MF schemes.
- Coordinate with operations for purchase, redemption, and SIP setup.
- Maintain sales pipeline, track targets, and report progress.
- Ensure compliance with SEBI & AMFI norms.
Basic Requirements:
- Bachelor’s degree in Finance/Business/Commerce or related field.
- Strong communication and client-handling skills.
- Basic understanding of financial products and compliance norms.
- Proficiency in MS Office & CRM tools.
- Target-driven mindset with attention to detail
Job Types: Full-time, Permanent
Pay: ₹30,000.00 - ₹35,000.00 per month
Work Location: In person
Stanford Capital India Limited
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