Customer Acquisition Executive in Bhopal

Employees in the mutual fund industry hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds.

Key Responsibilities

• Building and maintaining long-term connections with clients.
• Promoting mutual fund products, acquiring new clients, and meeting sales targets.
• Providing personalized investment advice and guiding clients on mutual fund investments.
• Ensuring KYC compliance, processing transactions, and handling necessary paperwork.
• Addressing client queries, providing regular updates, and managing portfolios.
• Staying informed about market trends and product offerings to better advise clients.

About Company : KSquare is a firm that has rich exposure in the Mutual fund distributor. Today we are a well-diversified financial services firm offering a range of products and services such as Portfolio Management Services, Loans & Taxation. We are a professionally managed company led by our Board of Directors and a dedicated and experienced management team. Our history and track record in the mutual fund industry, strong brand recognition, distribution reach, performance, and client relationships provide a platform for future growth. We have expedited every complex transaction or any financial assistance that the clients have entrusted us with. Ksquare Timeline is a spectrum of vision, style, standard, creativity, craze, and honesty. All the seven colors of share business can be felt and enjoyed in Ksquare Timeline. We are always up to something new every day.

Skills Required

Sales Targets