Farcon Wealth
Objective
To drive Mutual Fund (MF) sales through tele-calling, personal visits, and relationship management, ensuring
the achievement of business targets. The role also focuses on building strong relationships with clients and AMCs to ensure consistent growth in AUM.
Key Responsibilities
Achieve monthly, quarterly, and annual sales targets for mutual fund products.
Identify and acquire new customers through tele-calling and personal visits.
Achieve assigned SIP acquisition targets
Provide support to existing customers and resolve investor queries effectively.
Coordinate with Operations/Back Office teams for seamless execution of processes.
Compliance
Ensure adherence to SEBI, AMFI, and AMC internal compliance norms.
Maintain accurate and updated records of sales activities, client interactions, and AMC data.
Prepare and submit regular MIS reports on performance.
Key Skills
Strong understanding of Mutual Fund products and market dynamics.
Excellent communication and interpersonal skills.
Strong sales acumen with good analytical ability.
Two-wheeler Vehicle + Two Wheeler Driving License