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Regional Sales Manager-Mutual Funds

2 months ago

noida, India Wen Consult Full time
Job DescriptionCoreResponsibilities:Engage with the clients regularly andconduct their portfolio reviews.Understand the clients goals aims andaspirations and ensure his investment strategy is aligned withit. Monitor financialmarket trends to ensure that plans are effective and to identifyany necessary updates.Prepare and interpret client informationsuch as investment performance reports financial documentssummaries and income projections.Explain the concept of financial planning toclients and work closely with clients for the creation andimplementation of their financial plansDeep understanding of the financial productsmutual funds bonds corporate fixed deposits PMS & otherwealth services.Handhold clients throughout their investmentjourney. Manage their emotions across different market cycles andhelp them avoid behavioral mistakes.Be an ally to clients and help them with alltheir financial needs/requirementsAchieve a higher share of wallet from theclients driven solely by happy clientexperiences. Acquirenew clients through referrals from existing clients as well as leadgeneration and prospecting.Collaborate with crossfunctional teams toensure Voice of the Client is recognized and changes are madeinternally to accommodate them.Desired Skillsets: Postgraduatewith 28 years of experience in the financial servicesdomain CFPCertification desirableThorough knowledge & zeal to learnabout financial marketsEmpathetic & Solutionoriented Goodcommunication skills & Sincere Strong value system Clientinterest first Prioritizing Respect etiquetteetc. Open to travel& work in a dynamic environmentStartups NISM VAcertifications Since these are mandatory certificates from theregulators either the candidate should have cleared thesecertificates or will be required to clear this within 60 days fromthe date of joining

mutual funds,wealthmanagement,investment