Mutual Fund Sales

Pune
Delhi
Lucknow
Jabalpur
Indore
Kolkata
Dehradun
Full-Time
Mid-Level: 4 to 6 years
3.5L - 10L (Per Year)
Posted on Oct 03 2024

About the Job

Skills

Mutual Fund Sales
Wealth Management
PMS
TPP
Investment Products
AUM
AIF
Equity Sales

Job Description:- AVP Sales


 Developing and Managing team.

 Make strategic planning to grow Business for the all B2C & B2B Branches.

 Advising clients on profitable Investment opportunities for Equity, Commodity and currency

products

 Keeping in touch with customers through personal visits, telephone calls and correspondence.

 Creating cross sell and up sell opportunities.

 Identifying, acquiring, developing and maintaining customer relationships.

 Delivering excellent customer support.

 Planning projects and activities systematically in line with business priorities.

 Maintaining up to date knowledge of competitor activity, products and services.

 Attending and contributing at sales meetings.

 Measuring customer satisfaction levels.

 Answering product related questions from customers.

 Taking on complex customer issues and resolving them.


Core Responsibilities:-


 Managing team and its activities

 Responsible for developing and increasing overall market share across all the segment

 Identifying prospective and generating business from the existing & new clients thereby

achieving business targets

 Individual HNI clients sales target

 Make strategic planning to grow business & managing relationships with HNI clients &

retail clients

 Negotiating mutually profitable Investment opportunities with clients by creating cross

sell and up sell opportunities

 Planning projects and activities systematically in line with business priorities.

 Attending and contributing at sales meetings

 Measuring customer satisfaction levels

About the company

A complete staffing solution for your business.

Industry

Human Resources Services

Company Size

2-10 Employees

Headquarter

Ludhiana, Punjab

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