Mutual Fund Advisor

6 days ago

Chandigarh, India Tiger Wealth Private Limited Full time

Job Summary: As a mutual fund advisor, you will be a key contributor to our company's growth by identifying and acquiring new clients while maintaining strong relationships with existing clients. Your primary responsibility will be to provide services to our new clients and to our existing clients.

**Responsibilities**:

- Conduct thorough research on market trends, and client needs to identify business development opportunities.
- Present and explain our range of investment products and services to clients, highlighting their benefits and suitability based on their financial goals.
- Build and maintain strong relationships with existing clients to ensure client retention and satisfaction.
- Provide exceptional customer service by addressing client inquiries, resolving concerns, and offering post-sales support.
- Maintain accurate and up-to-date records of client interactions, and opportunities in the CRM system.
- Stay up-to-date with industry trends, market conditions, and regulatory changes that may impact investment products.

**Requirements**:

- Basic knowledge of Operations work of the Bank
- 2-3 yrs of relevant experience in BFSI.
- Good communication skills must needed to manage client flow.
- High level of Self Drive/Enthusiasm as a good learner.

or Call / Whatsapp on 7889104366

Pay: ₹21,000.00 - ₹25,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Mutual Fund Operations: 2 years (preferred)

**Speak with the employer**
+91 7889104366

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