Sales Officer

Roles and Responsibilities :

• Manage HNI clients' portfolios by providing personalized investment solutions and services.
• Identify new business opportunities through networking, referrals, and market research to drive revenue growth.
• Develop strong relationships with existing clients to increase retention rates and upsell/cross-sell mutual funds products.
• Collaborate with internal teams to resolve customer queries and issues in a timely manner.

Job Requirements :

• 1-6 years of experience in banking sales, HNIs acquisition, or related fields.
• Strong understanding of mutual funds sales principles and practices.
• Excellent communication skills for effective telecalling and face-to-face interactions with high net worth individuals (HNIs).
• Ability to work independently with minimal supervision while meeting targets.