We are looking for Mutual Fund Sales Executive (Finance) to join our team. If you are from a financial domain, understand the world of finance, or have done professional courses in finance and are interested in Wealth Management, Exposure to Stock Market Investment, Insurance & Taxation then you will love this position.
Key Responsibilities :
Handle customer queries and concerns through various communication channels.
Lead generation and conversion of existing and new clients.
Collaborate with team members to ensure efficient customer service.
Maintain documentation of customer interactions.
Skills Required :
Basic written and good verbal communication skills.
Familiarity with open office applications, MS Word, and Excel.
Should be open to field work.
Good presentation skills.
Eligibility :
Graduation in finance related stream or Bcom, BBI, BFM
NISM Series 5 A Certification is a plus and will be given preference
Knowledge of Financial & Securities market and Insurance
