Quantum Asset Management Company (Quantum AMC), founded by Mr. Ajit Dayal, was established in the year 2006 as India's first dedicated, direct-to-investor mutual fund house. At Quantum, we aim to be India's most respected mutual fund house by adhering to traditional values of simplicity, transparency and integrity while continuing to deliver steady performance over the long term. Quantum believes that investing is really simple and not as complicated as it is made out to be. Ethics, self-belief and innovation are three pillars upon which each department of Quantum stands.
Clientele Focus Retail & HNI Customers in Bangalore
Goal Acquiring new clients through the leads generated and increasing existing investors investment allocation in Quantum Mutual Fund by building strong investor relationship.
Initiate and develop rapport with the prospects / clients through meetings, phone calls, emails etc. and subsequent follow up
One Point Contact at Quantum for the Customers / Prospects,
Understanding Clients requirements and Risk Appetite with sound knowledge of other Asset Classes.
Handling Investor /Prospective Clients queries
Good Communication Skills in English Spoken and Written Communication skills.
Willingness to learn.
Knowledge of Mutual Funds
Should have handled the Financial services
Good Knowledge of Stock Markets and Mutual Funds
Knowledge of other major investment options.
Client Acquisition Skills Ability to Identify Potential Investors, generate referrals from existing investors
Advisory Skills Skills to advise existing investors and prospects on investing and financial goal settings.
Should know Kannada language.