Urgent Opening For Any freshers for Sales Associate
Responsibilities:
1. In depth understanding of Mutual funds.
2. Advising clients on various investment ideas in mutual funds based on the their risk profile, asset allocation, liquidity needs etc.
3. Have to call clients every day to generate leads.
4. Acquire 20 clients per month through sip or lumpsum investment in MF in the first 3 months. From the 4th month they should be in a position acquire more than 20 clients and achieve 40 transactions.
5. All the clients to be onboarded through our platform and transactions have to be done through platform. No physical transaction.
6. Carry out quarterly/ annual portfolio review and analysis of the client's mf portfolio to ensure that the investments are in line with the client's expectations and risk profile