Financial Services Expert

14 hours ago


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

About BTW Financial Services & IMF PVT LTD

As a leading financial services provider, we offer a wide range of solutions to our clients. Our mission is to simplify complex financial processes and provide access to various financial products.

The Role

We are seeking an experienced Financial Services Expert to join our team. As a key member of our team, you will be responsible for client relationship management, financial planning, and investment strategy development.

Key Responsibilities:

  • Client Acquisition: Identify and acquire new clients through effective marketing strategies and personal connections.
  • Client Relationship Management: Build and maintain strong relationships with existing clients, providing them with tailored financial solutions and exceptional service.
  • Financial Planning: Analyze clients' financial situations, including income, expenses, and existing investments, to develop comprehensive financial plans that meet their goals and objectives.
  • Investment Strategy Development: Recommend suitable mutual funds based on clients' risk profiles and investment objectives, and design and manage diversified investment portfolios to optimize returns and minimize risk.

Ideal Candidate

To succeed in this role, you should have excellent communication skills, the ability to build strong relationships, and a deep understanding of financial markets and products.

What We Offer

  • A competitive salary of ₹5,50,000 - ₹7,00,000 per annum.


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