Marketing Executive

Promote and sell Mutual Fund schemes, SIPs, insurance, and other financial products.

Acquire new clients through field visits, referrals, cold calling, and networking.

Achieve monthly and quarterly sales targets.

Generate leads and convert them into long-term clients.

Build and maintain strong relationships with investors.

Understand clients’ financial goals and recommend suitable investment plans.

Provide regular portfolio updates and investment advice.

Ensure high client satisfaction and retention.