
Mutual Fund Advisor
4 days ago
Job Profile: Mutual Fund Advisor
Mode: Full time
Joining: Immediate
JOB PROFILE:
MUTUAL FUND ADVISOR
Client Relationship Management:
- Client Acquisition.
- Build and maintain strong relationships with a base of clients.
- Conduct in-depth consultations to understand the client's financial
goals, risk tolerance, and investment time horizon.
Financial Planning & Analysis:
- Analyze client's financial situation, including income, expenses, and
existing investments.
- Develop comprehensive financial plans tailored to individual needs
and goals.
Investment Strategy & Portfolio Management:
- Recommend suitable mutual funds based on client's risk profile and
investment objectives.
- Design and manage diversified investment portfolios to optimize
returns and minimize risk.
- Continuously monitor portfolio performance and make adjustments as
needed.
**Job Types**: Full-time, Permanent, Fresher
**Benefits**:
- Commuter assistance
- Provident Fund
Schedule:
- Day shift
- Fixed shift
Supplemental Pay:
- Yearly bonus
Work Location: In person
**Speak with the employer**
+91 9004693987
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