Manager - Direct Sales

Job Description

What is the objective of the role Responsible for Relationship Management and handling Mutual Fund sales from direct clients. Conducting meetings with clients/associates, understanding their goals, aspirations and financial objectives and provide relevant feedback up the chain Engage with the customers regularly and conduct their portfolio reviews. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Deep understanding of the financial products like mutual funds and markets What skills do you need to possess Excellent Communication skills Should be able to work in a fast- paced target-driven environment Self-motivated and able to work in teams and individually NISM V-A, certified Good at excel and power point skills What is the prior experience needed We are looking for a candidate 4-6 years of experience in BFSI, preferably Mutual funds. What qualification you should have Graduate or Postgraduate