Posted:3 months ago| Platform:
Work from Office
Full Time
Responsibilities: To increase business by deepening existing client relationships with cross-sell/upsell opportunities Organizing customer meets/workshops/promotional events involving presentations & webinars Providing clients with information on new and existing products and schemes by keeping oneself updated on the financial markets & products Client on-boarding, Account opening, Portfolio review & reporting, prepare MIS and relevant reports. Maintain customer contact and handle service issues & customer queries Products Offered: Mutual Funds, Insurance, Loan Against Securities (LAS), Bonds, etc. Business Targets: Achievement of sales targets for various financial products Eligibility / Qualification: Graduate or a Postgraduate with experience of 1-3 years. Experience in Mutual Funds and Insurance domain will only be considered. NISM Series V-A Module certified or willingness to undergo certification sooner. Understanding of Financial Market and related aspects. Location: Dombivli (base location) catering to Mumbai (predominantly Thane)
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