Cliste Capital Private Limited

Vasant Kunj, Delhi

To acquire new clients and sell mutual fund products (SIP, lump sum, NFOs) while building long-term relationships and achieving monthly sales targets.ResponsibilityGenerate leads through cold calling, references, and field visitsSell SIP, lump sum, and other mutual fund schemesAchieve monthly/quarterly sales targetsConduct client meetings and portfolio reviewsExplain risk profile and suitable fund selectionCross-sell insurance, bonds, PMS, etc.Maintain client database and follow-upsAssist in KYC, SIP registration, and transactionsStay updated on market trends and fund performanceSkills RequiredSales & negotiation skillsGood communication (Hindi/English)Basic knowledge of mutual fundsRelationship managementTarget-oriented mindset