Financial Services Professional

5 days ago


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

BTW Financial Services & IMF PVT LTD is a prominent financial services provider, offering a wide spectrum of services including insurance marketing and distribution. Our company prides itself on being a trusted partner for individuals and businesses seeking financial security and growth.

About the Company

We specialize in simplifying complex financial processes, providing access to various financial products, and fostering financial security and growth for our clients. As an Insurance Marketing Firm (IMF), we focus on marketing and distributing insurance products, catering to diverse insurance needs.

The Role

As a Mutual Fund Advisor with BTW Financial Services & IMF PVT LTD, you will be responsible for managing client relationships, conducting in-depth consultations, and analyzing financial situations to develop tailored plans.

  • Develop strong relationships with a base of clients through client acquisition and regular communication.
  • Analyze client financial situations, including income, expenses, and existing investments, to provide personalized advice.
  • Create comprehensive financial plans to help clients achieve their financial goals.

Investment Expertise

You will recommend suitable mutual funds based on client risk profiles and investment objectives, design diversified portfolios to optimize returns, and continuously monitor portfolio performance to make necessary adjustments.

  • Stay informed about current market trends and economic conditions to provide expert advice.
  • Conduct thorough research on various mutual funds and investment options to ensure optimal recommendations.
  • Educate clients about investment products and the financial markets to empower informed decision-making.

Ideal Candidate

We are looking for a skilled professional with:

  • Strong financial expertise, including knowledge of insurance and investment products.
  • Excellent communication and relationship-building skills.
  • Ability to analyze complex financial data and develop tailored plans.

What We Offer

We provide a dynamic work environment, opportunities for professional growth, and a competitive salary package, estimated to be ₹800,000 - ₹1,200,000 per annum, depending on experience and qualifications.



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