Activation Relationship Manager - Sales - Mutual Funds (1-4 yrs)
Key Objective of the Job:
- Outbound Calling the customers registered on digital platform for mutual fund investment and helping them with execution of transaction
Major Deliverables :
- Will be working closely with call center team located at Chandivali, Andheri (East), Mumbai
- Establishing relationship with registered users
- Based on the client's requirement, recommending mutual funds
- Focus on reducing timeline to convert leads
- Meeting daily parameters to ensure regular connects on lead assigned base.
- Achieving sales target for mutual fund sales - SIP/Lump sum
- Resolving any of the client queries
- Helping the investors with mutual fund portfolio review
- 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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
