Live opening · Posted 12 days ago
Mutual Fund Sales
RMoney · Agra, Uttar Pradesh, India (On-site)
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At a glance
The key details from the original listing.
CompanyRMoney
LocationAgra, Uttar Pradesh, India (On-site)
Work modeNo
Source
Linkedin
ListedPosted 12 days ago
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About the role
Description supplied by the original job listing.
* Make outbound calls to potential and existing clients to promote mutual fund products.
* Understand customer financial needs and recommend suitable investment options.
* Explain product features, benefits, returns, risks, and processes clearly.
* Generate leads, follow up regularly, and convert prospects into sales.
* Maintain accurate records of calls, inquiries, follow ups, and conversions.
* Achieve monthly sales and revenue targets.
* Coordinate with the wealth advisory team for client onboarding and documentation.
Work arrangement
No
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