Job Description

Responsibilities

  • Managing existing clients & Inactive clients  .
  • You need to keep yourself updated about the latest trends of mutual fund & Insurance market to be able to uplift your expertise and to be able to help KA Group magnify profits.
  • Support clients in dealing with Mutual fund software.
  • Collection of necessary documents from clients.
  • Calling clients and ensuring product sale as well as delivery to client.
  • We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients .
  • New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market  Etc to HNI Clients.


Skills Required:

  • Excellent communication
  • Familiar with Mutual fund & Insurance procedures
  • Knowledge of Indian Mutual Fund & Insurance industry
  • Interacting in a friendly and professional manner with customers.
  • Have basic knowledge of general insurance policies
  • Ability to work with computers and understand
  • Goal and target oriented
  • Excellent skills in communication and presentation
  • Experience in delivering client-focused solutions and in creating long-lasting relationships


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