Mutual Fund Advisor

Roles and Responsibilities

• Provide expert advice on mutual funds, fixed deposits, bonds, insurance products, equity sales, financial advisory services to clients.
  
• Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
  
• Identify new business opportunities by prospecting for potential customers and generating leads.
  
• Meet or exceed monthly targets set by the company for sales performance.
  
• Stay up-to-date with market trends and regulatory changes in the financial industry.