Key Responsibilities

1. Advising clients with regards to their Investments in Mutual Fund & Insurance product Market,

2. Building relationships with the client & educating them about Investments

3. Accelerating client base.

• To promote all the product line of Mutual Fund & Insurance.
• To up sell Mutual Fund & Insurance products to  Clients
• To achieve sales and revenue targets spread across product mix
  
• To achieve the business targets assigned in terms of selling Mutual Fund Products.
• Profiling customers and provide Investment plan & financial advice to the  clients
• Daily Market updates & Knowledge updation to the individual
• Mobile App updation & Daily website updation

Key Skill 

Minimum Graduation.

At least 6 month to 1 year Experience  Relevant field.