Mutual Fund Operation - Pune, India - Money Academy

Description

• Identify & assess the Client's needs to assist in investing in Mutual Funds and other financial products (SIP/Lump Sum/Liqui Loans/Insurance/PMS).
• Assist in the account opening process for Mutual Funds and other Financial Products.
• Responsible for Client activation and Assets Under Management targets.
• Resolve customer complaints quickly and effectively.
• Promote highquality sales, supply and customer service processes.
• Preserve customers and renew contracts (policy/ sip regular cutting etc.)
• Approach potential customers to establish relationships.
• Gain solid knowledge of competitors.
• Generate the new clients and maintain good relationship with clients for distribution of mutual fund, Insurance and wealth management products.
• Should have a detailed understanding of Financial markets, Mutual Funds & All Insurance.

• Excellent communication skills
• Ability to analyze data
• Ability to use tools related to wealth products (such as

• Maintaining external network i.e. to maintain contact with the customers
• Attitude to service clients by providing them smooth and superior service delivery
• Problemsolving attitude
• Teamwork and leadership skills
• Knowledge of customer relationship management (CRM) practices

• Minimum Qualification
• Graduate
• Any certification course related to Mutual Fund

• Day shift

• Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

• Higher Secondary(12th Pass) (preferred)

• Sales: 1 year (preferred)
• Insurance sales: 1 year (preferred)

• Marathi, Hindi (required)