EAGLE CREST & ASSOCIATES jobs - Mutual Fund Sales

Mutual Fund Sales

EAGLE CREST & ASSOCIATES
experience Fresher
salary Salary not disclosed
qualification
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Posted: 2 Months ago
Views: 1
Applications: 0
Openings: 1

Job Description

• Sell MF products to Retail/HNI Clients as per the assigned database by AMC, generation of fresh leads through reference to shore up the clientele.

• Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships.

  • Profiling customers and provide financial products to meet customer needs

• Ensuring the highest levels of service to the client /HNI customers

  • Providing Investment planning and advice
  • Achieving sales and revenue targets spread across product mix

• One point contact for the assigned customer

  • Acquisition and Servicing of HNI/UHNI customers.

experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds


Job Particulars

EducationB.Com, BA, BBA/BBM
Who can applyFreshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1703377
Locality Address Kalkaji
StateDelhi
Country India

About Company

We are AMFI registered financial Distributor of Mutual Funds and other Financial Products, with vast experiences in financial industry and serving a large number of happy investors. We offer the complete range of financial products and insurance in a single platform and We help and guide you to choose the right financial products to help achieve your financial goals successfully.

Our comprehensive online smart wealth management platform empowers you to have access to your entire wealth portfolio across Mutual Funds, Direct Equity, Fixed Deposits, Insurance etc. at a single place. Our comprehensive online smart wealth management platform empowers you to have access to your entire wealth portfolio across Mutual Funds, Direct Equity, Fixed Deposits, Insurance etc. at a single place.

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