Mutual Fund Advisor

1 month ago


Mumbai Maharashtra, India EvolveMinds Full time

**Job Description / Key Responsibilities**:
❖ Should be an investment expert and provide Mutual Funds investment options to customers based on their financial requirement.

❖ Provide personalized financial services and investment advice based on individual client needs so that they can make informed investment decisions.

❖ Responsible for acquiring & upselling to quality clients through networking, database and market intelligence and be the one point of contact for these high net-worth clients.

❖ Conduct regular meetings and follow ups to understand client needs and preferences.

❖ Analyze client portfolios and financial situations to provide personalized investment advice.

❖ Recommend suitable mutual fund products based on clients’ financial goals and risk tolerance.

❖ Promote Sales of Mutual Funds - Should be able to acquire privilege clients and able to sell MF or any other TPP as required.

❖ Maintain records of business on internal software CRM etc.

❖ Stay current on industry trends, regulatory changes, market dynamics and ensure adherence to regulatory requirements and company policies to maintain highest standards of ethical conduct.

❖ Work closely with internal teams to ensure alignment of sales efforts with overall business objectives.

❖ Maintain a positive, professional demeanour and ensure highest levels of service to the client / HNI customers.

❖ Regular follow-up with all potential leads across products for effective conversion.

❖ Provide back office support / guidance as and when required.

**Job Types**: Full-time, Permanent

Pay: ₹1,200,000.00 - ₹1,500,000.00 per year

Schedule:

- Day shift

Work Location: In person

**Speak with the employer**
+91 9810802941



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