Specialist - Mutual Fund - Broking Firm (1-6 yrs)
We are looking for Mutual Fund specialist at Mumbai with Leading Broking Firm
Profile : Mutual Fund specialist
Location : Mumbai
Salary : As per Industry Norms
Experience : Min 0.6+yrs
Qualification : Graduate (NISM V Compulsory)
Gender : Male Female
AREA OF RESPONSIBILITY :
- As a Mutual Fund Specialist, your primary responsibility is to grow the mutual fund business within companies by cross-selling to the existing customer base of companies as well as acquiring new customers for the organization through referrals. The role will report in to a Team Leader in most cases who will in turn report in to the Regional Head for Investment Solutions.
MAIN RESPONSIBILITIES :
- The MF Specialist Channel is responsible for about 10% of the lumpsum target of mutual fund business and about 20% of systematic investment plan (SIP) target.The main responsibility of this channel is to grow mutual fund business by cross-selling to existing clients of Companies either through face to face situations or through telephonic conversations or both. Having said that, there is a clear preference for the role to be focussing on sales via phone.
TO GUARANTEE :
- Responsible for growing net assets of mutual funds
- Responsible for increasing systematic investment plan (SIP) clients as well as SIP book
PERSONAL SKILLS :
- Excellent interpersonal skills and teamwork
- Highly self motivated
- Willingness to learn and adapt
Dolly Satra
Intact Search
9930372633
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