ViTTA is a dedicated Mutual Fund Distributor (ARN-343205) that partners with Z|Funds.In to empower your financial journey. Our mission is to provide personalized mutual fund guidance, simplifying investment decisions to help you achieve your wealth creation goals. We focus on delivering clarity, trust, and tailored solutions to ensure a secure financial future for our clients.

Role Description

This is a full-time on-site role for a Sales Associate located in Patna. The Sales Associate will be responsible for engaging with clients to understand their financial goals, providing personalized mutual fund guidance, maintaining client relationships, and achieving sales targets. Daily tasks include client consultations, performing financial assessments, recommending suitable investment options, and following up on client inquiries and feedback.

Qualifications

Strong communication and interpersonal skills
Experience in sales and client relationship management
Knowledge of mutual funds and investment strategies
Organizational and time management skills
Bachelor's degree in Finance, Business Administration, or a related field
Ability to work effectively in an on-site environment
Proficiency in financial software and tools is a plus
Certified Financial Planner (CFP) certification or similar is a plus

More Jobs at ViTTA

Sales Associate

patna, bihar, india

Experience: Not specified

Salary: Not disclosed

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Sales Associate