Senior Mutual Fund Specialist

2 days ago

Chidambaram, Tamil Nadu, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

Seeking a seasoned Financial Professional to leverage their expertise in Mutual Funds and build lasting relationships with clients.

  • Client Relationship Management:
  • Develop and maintain strong connections with clients to understand their financial objectives and provide tailored investment solutions.
  • Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
  • Provide exceptional customer service by promptly responding to client inquiries and resolving issues efficiently.
  • Sales & Business Development:
  • Identify new business opportunities through networking, referrals, and other channels.
  • Consistently meet and exceed sales targets by selling mutual fund products.
  • Market Knowledge & Collaboration:
  • Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
  • Collaborate with internal teams to ensure the seamless execution of trades and settlement processes.
Job Requirements
  • Experience & Knowledge:
  • Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales or wealth management.
  • Strong knowledge of financial products, including mutual funds, equity, fixed income, and derivatives.
  • Skills:
  • Excellent communication, interpersonal, and problem-solving skills.
  • Strong analytical and decision-making skills, with attention to detail and accuracy.
  • Proficiency in MS Office applications, particularly Excel, Word, and PowerPoint.
  • The ability to work effectively in a fast-paced environment and meet sales targets.

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