Corporate Sales - Mutual Fund
Job Description:
- Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.
- Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile
- Selling Mutual Fund/ Equity/Debt/Currency/Alternate Investments
- Responsible for building AUM and revenue generation as per company benchmarks
- Responsible for meeting cross sales targets
- Ensuring high quality service and key Customer Relationship Management
- Comply with KYC/SEBI rules, regulations and legislation
Desired Profile / Criteria / Skills :
Qualification : Graduate/ Post Graduate/ MBA
Experience: Min 2 years of relevant experience
Strengths:
- Good business sense
- Product knowledge
- Result oriented
- Prospecting and closing skills
Technical skills:
- Good working knowledge in MS-OFFICE
- Effective PPT presentations in POWER POINT
- Internet savvy
Job Location : Nariman Point, Mumbai
Job Time :9.30 to 6.30 pm
Week off : 2nd & 4th Saturday, Sundays
Salary : 5 lakhs to 12 lakhs (open for positions)
Interested can reach to Bhavna on +91 8422989227
Company Profile
Group of company was founded in 1995 and today having young and dynamic team of over 500+ professionals with rich experience. Company provide services for securities broking, merchant banking, wealth management, financial advisory, corporate finance , risk management and insurance broking. Companies clients are from a wide spectrum and comprise of Banks and other financial institutions, Mutual funds, Insurance companies, foreign institutional investors, public sector undertakings and government departments, private corporates, trusts and individuals.
Telephonic Interview Available
- Telephonic interview are scheduled for this job opening.
- Interested Candidates are requested to apply and get recruiter contact number for telephonic interview.
- Candidates can call recruiter on given contact to start telephonic interview during working hours.