Mutual Fund Advisor

1 day ago

Ambawadi Ahmedabad Gujarat, India Vanshi Wealth Pvt. Ltd. Full time

**6. Key Responsibilities**:

- **A. Financial Planning & Advisory**:

- Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation.
- Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products.
- Prepare and explain complex financial plans, including risk assessments, asset allocation models, and projected returns.
- Act as a trusted partner, guiding clients through market volatility and life events.
- **B. Client Relationship Management**:

- Cultivate and manage long-term, high-trust relationships with a defined portfolio of high-net-worth clients.
- Provide ongoing portfolio reviews and proactive communication to ensure alignment with clients' evolving goals.
- Address client queries, resolve concerns, and ensure a seamless client experience at all touchpoints.
- Identify opportunities for cross-selling and deepening relationships within the client base.
- **C. Investment Expertise & Market Analysis**:

- Maintain a deep and current understanding of the mutual fund industry, market trends, economic indicators, and regulatory changes.
- Analyze fund performance, manager styles, and portfolio construction to make informed recommendations.
- Continuously research and evaluate new investment opportunities and products for client suitability.
- Provide market insights and commentary to clients in a clear, actionable manner.
- **D. Compliance & Ethics**:

- Adhere strictly to all regulatory guidelines (SEBI, AMFI) and the company's code of conduct.
- Ensure all advice given and documentation provided is compliant, accurate, and transparent.
- Maintain the highest ethical standards and act in the client's best interest at all times.
- Complete all mandatory compliance training and certifications.
- **E. Business Development & Reporting**:

- Contribute to the growth of the wealth management practice by identifying and developing new client opportunities.
- Maintain accurate and detailed client records and transaction history in the CRM system.
- Prepare and submit regular business reports and performance metrics to senior management.
- **7. Required Qualifications & Experience**:

- **Education**:

- Bachelor’s degree in Finance, Economics, Business, or a related field. (required)
- **NISM Series V-A: Mutual Fund Distributors** certification is mandatory.
- **NISM Series VI: Mutual Fund Distributors (Advisors)** certification is highly desirable.
- Additional certifications such as **CFP (Certified Financial Planner)** or **CFA (Chartered Financial Analyst)** are a significant advantage.

Pay: ₹12,000.00 - ₹35,000.00 per month

Work Location: In person

**Speak with the employer**
+91 8511445844

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