Company Description
Primo Distribution Services is dedicated to helping individuals and businesses achieve financial freedom through personalized and goal-driven investment strategies. With over 30 years of expertise and a global client base of more than 750 satisfied customers, we specialize in mutual funds, retirement planning, fixed-income products, and tax-efficient wealth solutions. Our focus is on simplifying the investment process, maximizing returns, and making your money work smarter. At Primo, we are committed to providing confidence and security in financial growth for the future.
Key Responsibilities:
- Identify and acquire new clients for mutual fund investments through direct sales, referrals, and networking
- Educate clients on various mutual fund products, SIPs, and investment strategies based on their financial goals
- Build and maintain strong, long-term relationships with clients to ensure retention and repeat business
- Conduct regular follow-ups with prospects and existing clients to drive investments and increase AUM (Assets Under Management)
- Achieve monthly and quarterly sales targets and contribute to overall business growth
- Stay updated with market trends, mutual fund performance, and regulatory guidelines
- Assist clients with onboarding, KYC processes, and documentation
- Collaborate with internal teams to ensure smooth execution of transactions and client servicing
- Generate leads through digital platforms, social media, and field activities
- Maintain accurate records of client interactions and sales activities in CRM systems
Skills Required:
- Strong communication and interpersonal skills
- Basic understanding of financial markets and mutual fund products
- Sales-driven mindset with a target-oriented approach
- Ability to simplify financial concepts for clients
- Self-motivated and proactive attitude
Qualifications:
- Bachelor's degree
- Prior experience in sales/finance is an added advantage
