Investment Sales Executive

About Us

AAA Merchant Bank Private Limited is a Mutual Fund Distributor (MFD) offering a wide range of investment solutions, including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Specialised Investment Funds (SIFs), and Fixed Income/Bond products. We are committed to helping investors achieve their financial goals through personalized investment solutions and long-term relationships.

Key Responsibilities

• Acquire new clients and contribute towards the growth of the company's Assets Under Management (AUM).
• Follow up with qualified leads generated through the company's digital marketing campaigns and convert them into clients.
• Build and maintain long-term relationships with retail, HNI, and corporate investors.
• Understand clients' financial goals and recommend suitable investment products.
• Promote and distribute Mutual Funds, PMS, AIFs...