Posted:2 days ago|
Platform:
Remote
Internship
Shaurya Investments is a SEBI-certified and AMFI-registered mutual fund distributor, committed to helping individuals and families achieve their financial goals through smart, personalized investment strategies. We specialize in SIP management, retirement planning, child future planning, and wealth creation.
• Educate prospects about Mutual Funds, SIPs, and goal-based investment strategies.
• Assist clients in identifying suitable investment plans based on their needs and risk profile.
• Support in account opening and documentation process.
• Achieve monthly sales & conversion targets.
• Maintain a record of leads, client interactions, and follow-ups.
• MBA or B.Com. or BBI - Pursuing/Completed
• Strong communication and interpersonal skills.
• Basic understanding of finance/investments (Mutual Fund knowledge is a plus; training will be provided).
• Self-motivated with a target-driven mindset.
• Comfortable with field work / client meetings if required.
• Proficiency in MS Office & basic online tools.
• Comprehensive Mutual Fund Sales Training.
• Internship certificate from Shaurya Investments.
• Performance-based incentives and bonuses.
• Opportunity to gain AMFI registration knowledge and real-world financial advisory experience.
• Pathway to a full-time role based on performance.
Shaurya Investments
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