AC
Job Description
Key Responsibilities:
- Build and manage a strong client portfolio across Mutual Funds, PMS, AIF, Insurance, and other financial instruments.
- Acquire new investors through prospecting, referrals, and lead generation.
- Conduct 2–3 quality client meetings per day (virtual or physical) to assess needs and recommend suitable products.
- Increase Assets Under Management (AUM), revenue, and wallet share from existing and new clients.
- Maintain strong relationships with clients to ensure long-term engagement and satisfaction.
- Keep updated on product knowledge, market trends, and regulatory changes.
- Achieve monthly/quarterly sales targets and report progress to the sales lead or business head.
Required Skills & Qualifications:
- Experience in direct sales or investment product distribution, preferably in mutual funds or wealth management.
- Strong knowledge of financial products and investment strategies.
- Excellent communication, interpersonal, and relationship management skills.
- Self-driven with the ability to work independently and meet targets.
- AMFI/NISM certification (as applicable) is preferred.