• 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.
• Ensuring the highest levels of service to the client /HNI customers
• One point contact for the assigned customer
experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds
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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