Mutual Fund Advisor

1 week ago

South Delhi Delhi Delhi, India KJAG & Associates Full time

Understand Clients Investments needs.
- To generate fresh leads and acquire clients through reference to shore up the clientele.
- To achieve sales and revenue targets spread across product mix.
- To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing and upgrading the Client Net worth.
- One point of contact for the assigned client
- To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients.
- Managing Mutual Funds transaction processing for clients
- Updating of CRM and various other systems
- Creating MIS, Reports, end of day reports
- Relationship management with fund house RMs
- Prepare Financial plans for clients and presenting them.
- Meeting Targets and Client Retention goals.
- Answer client’s questions, address concerns and resolve them as per SLAs
- Regularly review client’s portfolio and have continuous engagement.
- Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
- Working on purchase/redemption/switch order processing of mutual funds and using the **BSE STAR MF** platform.
- Continuous communication with clients to stay up to date with their financial status - Building and maintaining your client base.

Pay: ₹25,000.00 - ₹40,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)
- mutual funds: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 8800995981

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