
Senior Financial Strategist
2 days ago
Seeking a seasoned finance professional to drive business growth through strategic relationship building and investment advisory services. As a key member of our team, you will be responsible for fostering strong client relationships, providing expert guidance on mutual funds and market trends, and identifying new business opportunities.
Key Responsibilities:- Investment Advisory: Offer tailored investment advice to clients, leveraging your expertise in mutual funds and market trends.
- Mutual Fund Sales & Business Development: Proactively identify and acquire new clients, driving sales of mutual funds and achieving business targets.
- Client Relationship Management: Build and maintain robust relationships with existing and potential clients, ensuring exceptional customer satisfaction.
- Portfolio Management: Analyze client portfolios, suggest optimized fund allocations, and ensure maximum returns.
- Market Analysis: Stay abreast of financial market developments, regulatory changes, and industry trends.
- Proven Experience: Minimum 2 years of experience in financial products, particularly Mutual Funds.
- Effective Communication: Possess strong oral and written communication skills, with the ability to articulate complex financial concepts.
- Sales and Investments: Prior experience in acquiring and selling financial products (MF, Insurance) to high net worth individuals, with a natural flair for sales and investments.
- CRM Software: Hands-on experience with CRM software would be an asset.
- Certification: Valid certification of NISM V-A is a plus.
We offer a dynamic work environment with opportunities for growth and development.
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