Mutual Fund Specialist

Roles and Responsibilities

• Manage client relationships through regular meetings, calls, and emails to understand their financial goals and objectives.
  
• Provide expert advice on mutual funds, third-party products, bonds, FDs, B2C sales, telesales, field sales, HNI acquisition, cross selling, and wealth management services.
  
• Identify new business opportunities by acquiring high net worth individuals (HNIs) as clients through effective relationship building and marketing efforts.
  
• Develop a deep understanding of various financial products such as MFs to provide tailored solutions to clients' needs.
  
• Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.