Retail Salesperson

Updated: April 24, 2024 09:07 AM GMT

SUNAMONI

Angul, Odisha

Job Title: Retail Associate

Job Description:

As a Mutual Funds Sales Associate, your primary responsibility is to assist clients in making informed investment decisions by providing them with comprehensive information about mutual funds and helping them select suitable investment options tailored to their financial goals and risk tolerance. Your duties include:

1. Client Consultation: Conduct consultations with clients to understand their investment objectives, risk tolerance, and time horizon.

2. Product Knowledge: Maintain a thorough understanding of various mutual fund products, including their features, benefits, performance, and associated risks.

3. Sales Support: Assist clients in the selection of mutual fund products by presenting investment options, discussing potential returns, and explaining fees and expenses.

4. Investment Analysis: Conduct research and analysis on mutual fund performance, market trends, and economic indicators to provide clients with relevant... More Detail