Senior Financial Strategist

17 hours ago


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

BTW Financial Services & IMF PVT LTD is a renowned Mutual Fund distributor and Insurance Service provider, dedicated to simplifying complex financial processes and providing access to insurance products. Our mission is to foster financial security and growth for all our clients.

Job Overview

We are seeking an experienced Senior Financial Strategist to join our team. The ideal candidate will have expertise in client relationship management, financial planning, and investment strategy development.

Responsibilities

The successful candidate will be responsible for:

  • Client Relationship Management:
    • Acquire new clients through effective marketing strategies.
    • BUILD STRONG RELATIONSHIPS with existing clients.
    • Conduct in-depth consultations to understand clients' financial goals, risk tolerance, and investment time horizon.
  • Financial Planning & Analysis:
    • Analyze clients' financial situation, including income, expenses, and existing investments.
    • Develop comprehensive financial plans tailored to individual needs and goals.
  • Investment Strategy & Portfolio Management:
    • Recommend suitable mutual funds based on clients' risk profile and investment objectives.
    • Design and manage diversified investment portfolios to optimize returns and minimize risk.
    • Continuously monitor portfolio performance and make adjustments as needed.
  • Market Research & Education:
    • Stay informed about current market trends and economic conditions.
    • Conduct thorough research on various mutual funds and investment options.
    • Educate clients about investment products and the financial markets.
Requirements

To be successful in this role, you will need:

  • Strong Financial Expertise.
  • Excellent Communication Skills.
  • Able to build strong relationships with clients.
  • Strong Analytical Skills.
What's On Offer?

We offer a competitive salary package, including a guaranteed minimum of ₹500,000 per annum, depending on experience. If you're looking for a challenging and rewarding role, apply now



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