Sales & Operation Mutual fund Associate

Currently we are looking for a candidate as a Sales and Marketing Associate as well as handle the operation part at FundVizer s Wealth Department, who will be responsible for promoting our financial services to potential clients and ensure the smooth and efficient operation of our wealth management services.

Candidate must have good communication skills and should have knowledge in Excel and good knowledge of Stock Market.

KEY RESPONSIBILITIES: Main duties will include identifying sales opportunities, reaching out to clients via various channels such as phone calls, emails, and social media, and showcase our offerings.

Your goal will be to attract new clients, maintain strong relationships with existing ones, work closely with financial advisors and other team members to address client inquiries, resolve issues, and provide exceptional customer service, maintain daily MIS and day to day transaction activities regarding Mutual Fund and contribute to the overall growth and success of FundVizer.

Minimum Required Qualification- Graduate or Above