Activation Relationship Manager - Mutual Funds

Activation Relationship Manager - Mutual Funds

Key Objective of the Job: Outbound Calling the customers registered on digital platform for mutual fund investment and helping them with execution of transaction

Major Deliverables:

- Will be working closely with call center team located at Chandivali, Andheri (East), Mumbai

- Establishing relationship with registered users

- Based on the client's requirement, recommending mutual funds

- Focus on reducing timeline to convert leads

- Meeting daily parameters to ensure regular connects on lead assigned base.

- Achieving sales target for mutual fund sales - SIP / Lump sum

- Resolving any of the client queries

- Helping the investors with mutual fund portfolio review

- Pitching on NFOs and other new products

- Getting more referrals from the existing users for onboarding new investors on the platform

Specialized job competencies:

Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification - VA.