Contact and follow up with new and prospective clients and set up new business opportunities.
Convert prospects into customers by show-casing appropriate products to the prospects matching their investment needs.
Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share.
Stay up to date on industry trends and identify new market opportunities.
Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products.
Ensure and adhere to compliance and regulatory guidelines for the region.
Academic Qualifications:
Graduation/Post-Graduation/AMFI certification
Minimum Work Experience:
2+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products
