Mutual Fund Sales

Job Description

Essential Duties and Responsibilities:
• Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
• Advocate for investments in Mutual Funds products, Insurance products, Equity Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGBs) etc. and any other products which may be launched in the future based on the needs of the customer.
• Execute cross up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.
• Ensure the maintenance and growth of Assets under Management (AUM) within the branch.
• Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.
• Educate potential prospects about the company, its products, and services.
• Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
• Assist clients with investment application forms and guide them through the completion process. Deliver after-sales service, conduct follow-ups, and ensure client retention.
• Prepare daily sales reports and submit them to the reporting office

• It is a Full Time Field Sales job for candidates with 6 months - 3 years of experience.

More about this Mutual Fund Sales job

1. What is the eligibility criteria to apply for this Mutual Fund Sales job?
   Ans: The candidate should be Graduate and above and above with 6 months - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹25000 - ₹40000 per month that depends on your interview. It's a Full Time job in Surat.
3. How many working days are there for this Mutual Fund Sales job?
   Ans: This Mutual Fund Sales job will have 6 working days.
4. Are there any charges applicable while applying or joining this Mutual Fund Sales job?
   Ans: No, there is no fee applicable for applying this Mutual Fund Sales job and during the employment with the company, i.e., GEOJIT FINANCIAL SERVICES LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Mutual Fund Sales role?
   Ans: There is an immediate opening of 20 Mutual Fund Sales at GEOJIT FINANCIAL SERVICES LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Mutual Fund Sales job?
   Ans: This Mutual Fund Sales job has 09:00 AM - 06:00 PM timing.