Mutual Fund Sales Executive
Tata Capital Finance Ltd
Mutual Fund Sales Executive
Tata Capital Finance Ltd
Mumbai/Bombay
Not disclosed
Work from Office
Full Time
Min. 1 year
Job Details
Job Description
ERM - Monefy - Mumbai - Lower Parel - JM
Major Deliverables:
- Establishing relationship with registered users
- Based on the client’s requirement, recommending mutual funds
- Achieving sales target for mutual fund sales – SIP / Lump sum
- Resolving any of the client queries
- Helping the investors with mutual fund portfolio review
- Connecting with clients to give regular portfolio and market updates
- Pitching on NFOs and other new products
- Getting more referrals from the existing users for onboarding new investors on the platform
Specialized job competencies: Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification – VA. Desired Experience: 1-4 years in Mutual fund sales
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Job role
Work location
Mumbai, Mumbai - Lower Parel, Tower A, 1101 & 1201 Peninsula Busines Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai, Mumbai, Maharashtra, India
Department
Banking / Insurance / Financial Services
Role / Category
Insurance Sales
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 1 year
About company
Name
Tata Capital Finance Ltd
Job posted by Tata Capital Finance Ltd
This job has expired