Associate

Role: Associate / Sr. Associate (Acquisition)

Location: Faridabad, Haryana

Experience: 04 Years

About the Role:

Responsible for acquiring new clients, opening investment accounts, and driving monthly inflows through mutual fund investments (SIP/Lumpsum).

Key Responsibilities:

• Acquire new retail clients and generate leads
• Achieve monthly sales targets
• Promote mutual fund investment solutions
• Maintain client relationships and ensure smooth onboarding
• Ensure compliance with KYC and regulatory norms

Requirements:

• Bachelors degree (Finance/Business preferred)
• Strong communication and sales skills
• Interest in financial products (mutual funds preferred)
• Target-driven and self-motivated