Part-Time Mutual Fund Sales

₹600-1500 INR

Closed

Posted 4 months ago

₹600-1500 INR

Paid on delivery

I run a SEBI-registered mutual fund distribution business and I’m looking for someone who already understands basic investment products to help me onboard new clients on a part-time basis. Your mission is straightforward: guide prospects through opening an account on our proprietary app and secure either a systematic investment plan starting at ₹1,000 per month or a lump-sum purchase—whichever suits them best. Because every portfolio is visible in real time on the app, the pitch is completely transparent. Clients retain full control and can redeem at any moment, so there is no pressure selling involved—just clear disclosure and good service. You may reach out to leads however you work best—phone, face-to-face meetings, or purely online. I’ll supply concise sales scripts, comparison charts and FAQs so you can speak confidently about fund options, SIP benefits, tax treatment and withdrawal rules. Key deliverable • A weekly report listing accounts opened and the SIP or lump-sum amount activated for each new client. If you have prior financial-services experience and enjoy flexible hours, let’s talk about how many accounts you can realistically convert per week and the commission structure that rewards you for every completed investment.

Project ID: 40188654

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2 proposals

Remote project

Active 2 mos ago

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2 freelancers are bidding on average ₹825 INR for this job

@faturokto

I propose a performance-driven partnership to support client onboarding and investment activation for a SEBI-registered mutual fund distribution platform. The focus is on delivering a smooth, transparent, and ethical investment experience while driving consistent and high-quality conversions. My approach combines structured onboarding, clear product explanation, and flexible client engagement. Prospects will be guided step-by-step through account setup on the proprietary app and assisted in selecting either a Systematic Investment Plan (SIP) starting from ₹1,000 per month or a suitable lump-sum investment, based on their financial goals and risk profile. The entire process is designed to be transparent and pressure-free, supported by real-time portfolio visibility and full client control, ensuring trust, long-term retention, and repeat investments. Client outreach will be conducted through calls, online communication, and direct meetings, supported by sales scripts, product comparison tools, and educational materials to ensure confident, high-quality conversations. Performance will be tracked through weekly reporting of accounts opened and investment value activated, with a strong focus on sustainable growth, client satisfaction, and consistent conversion performance.

₹1,050 INR in 7 days

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@yashsaxena6395

I have 6+ years of experience in digital marketing and lead conversion, including working with finance and investment-related products where trust, clarity, and compliance matter most. For your SEBI-registered mutual fund distribution business, I can support part-time client onboarding with a consultative, transparent approach, not hard selling. How I’ll contribute: - Engage prospects via calls, online meetings, or in-person discussions, based on lead preference - Clearly explain SIP vs lump-sum options, minimum ₹1,000 SIP benefits, tax treatment, and redemption flexibility using your scripts and FAQs - Walk prospects step-by-step through account opening on your proprietary app to reduce drop-offs - Focus on long-term suitability, ensuring clients are comfortable and informed before investing Why this works: - Transparency-first pitch aligns well with SEBI norms and builds trust - No pressure selling—clear disclosures and app-based visibility make conversions smoother - Strong follow-up and objection handling to improve activation rates Reporting & accountability: - Weekly report covering: - Accounts successfully opened - SIP or lump-sum amount activated per client I’m comfortable discussing financial products in a responsible manner and working with flexible targets. Happy to align on realistic weekly conversion numbers and a commission structure tied directly to completed investments.

₹600 INR in 9 days