Financial Services Specialist

3 weeks ago


Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full time

About BTW Financial Services & IMF PVT LTD

We are a trusted partner for a wide spectrum of financial services, encompassing insurance marketing and the distribution of various financial products. Our expertise lies in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses.

The Role

We are seeking a skilled professional to join our team as a Mutual Fund Advisor. The successful candidate will be responsible for:

Client Relationship Management

  • Acquiring new clients and building strong relationships with existing ones.
  • Conducting in-depth consultations to understand clients' financial goals, risk tolerance, and investment time horizon.

Financial Planning & Analysis

  • Analyzing clients' financial situations, including income, expenses, and existing investments.
  • Developing comprehensive financial plans tailored to individual needs and goals.

Investment Strategy & Portfolio Management

  • Recommending suitable mutual funds based on clients' risk profile and investment objectives.
  • Designing and managing diversified investment portfolios to optimize returns and minimize risk.
  • Continuously monitoring portfolio performance and making adjustments as needed.

Market Research & Education

  • Staying informed about current market trends and economic conditions.
  • Conducting thorough research on various mutual funds and investment options.
  • Educating clients about investment products and the financial markets.

Requirements

  • Financial expertise and analytical skills.
  • Strong communication and relationship-building skills.

What We Offer

  • A dynamic work environment and opportunities for growth and development.


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