Mutual Fund Advisor

2 days ago

Vile Parle Mumbai Maharashtra, India Human Resource Search Full time

**Mutual Fund Advisor - Vile Parle =**
- Any Graduate with minimum experience of 3-4+ years’ experience in distribution knowledge in sales of Mutual Fund.
- Who can handle existing setup as well as get new business.
- Experience In managing HNI or Ultra HNI clients in wealth outfit. Understanding of financial market.
- Ability to manage relationships to improve relationship value of existing as well as new clients.
- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization.
- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills.
- Decision making skills with strong sense of ownership and ability to work under pressure. Assist with training and development.
- Receives phone calls from mutual funds companies regarding investment balancing items that have rejected or pended.
- Manually places investment request, online and offline. Provide excellent customer service to both our internal and external clients.
- Responding timely and professionally to clients queries. Mailing the statements/Holding Reports to clients every month.
- Managed Clients Portfolio/data over the software Omni Financial Services. Follow-up with clients for new investment.
- **NISM Certificate would be added advantage.**

Pay: ₹40,000.00 - ₹100,000.00 per month

Schedule:

- Day shift

**Experience**:

- Mutual funds sales: 4 years (preferred)

Work Location: In person

**Speak with the employer**
+91 99679 58615

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