Develop and maintain relationships with existing and potential clients to promote mutual
funds and achieve sales targets
Provide expert advice and guidance to clients on investment products, services, and
market trends
Collaborate with other members of the sales team to develop and implement sales
strategies
Monitor and analyze market trends to identify new opportunities for business growth
Stay up-to-date with industry regulations, compliance requirements, and investment
product changes
Attend industry events, seminars, and conferences to build networks and keep up with
industry trends
Prepare and deliver presentations on investment products and services to clients and
prospects
Complete required documentation, including client account opening forms, trade
confirmations, and other paperwork
Maintain accurate records of sales activities, client interactions, and account information
in CRM systems.