Opportunity brief

Responsibilities:

Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
Offer personalized investment solutions aligned with clients' short-, medium-, and long-term financial goals.
Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.
As per need, a male candidate may have to visit the client's place for completion of documentation (any place, any day, and any time)