Senior Associate

Job Role: Sr. Associate / AM (Sales and Client Management)

Location: Faridabad, Haryana

Experience: 2-4 Years

Qualification: Bachelors degree in any subject in Finance, Business, or a related field.

About the role: The key responsibility is to promote and sell mutual funds and other financial investment and insurance products to individual clients. The ideal candidate will have a strong background in financial products and a passion for building client relationships.

Key Responsibilities:

• Develop and implement effective sales strategies to achieve mutual fund sales targets.
• Identify and engage potential clients through various channels, including networking, referrals, and cold calling.
• Educate clients on mutual fund options, investment strategies, and market trends.
• Provide personalized investment advice and recommendations based on clients financial goals and risk tolerance.
• Build and maintain long-term relationships with clients, ensuring high levels of client satisfaction.
• Prepare and deliver sales proposals to potential clients.
• Collaborate with internal teams to ensure smooth onboarding and client servicing.
• Maintain accurate records of client interactions and transactions in the CRM system.
• Follow the compliance, regulatory, and ethics requirements to deliver an exceptional client experience.

Requirements:

• Min. Bachelors degree in any subject in Finance, Business, or a related field. Relevant certifications preferred but not mandatory (NISM 5A)
• Relevant experience in financial sales, preferably with a focus on mutual funds or similar investment products
• Strong understanding of investment products, market trends, and financial regulations.