Product specialist-mutual fund sales

 To promote all the product line of Mutual Fund
 To up sell Mutual Fund products to Retail/HNI Clients
 To generate fresh leads and acquire clients through reference to shore up the clientele
 To achieve sales and revenue targets spread across product mix
 To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
and upgrading the Client Net worth relationships
 Profiling customers and provide Investment plan & financial advice to the client/HNI clients
 Ensuring the highest levels of service to the client /HNI clients
 One point of contact for the assigned client
 To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
through regular weekly / monthly calls