Mutual Fund Advisor
2 weeks ago
**Job Description / Key Responsibilities**:
❖ Should be an investment expert and provide Mutual Funds investment options to customers based on their financial requirement.
❖ Provide personalized financial services and investment advice based on individual client needs so that they can make informed investment decisions.
❖ Responsible for acquiring & upselling to quality clients through networking, database and market intelligence and be the one point of contact for these high net-worth clients.
❖ Conduct regular meetings and follow ups to understand client needs and preferences.
❖ Analyze client portfolios and financial situations to provide personalized investment advice.
❖ Recommend suitable mutual fund products based on clients’ financial goals and risk tolerance.
❖ Promote Sales of Mutual Funds - Should be able to acquire privilege clients and able to sell MF or any other TPP as required.
❖ Maintain records of business on internal software CRM etc.
❖ Stay current on industry trends, regulatory changes, market dynamics and ensure adherence to regulatory requirements and company policies to maintain highest standards of ethical conduct.
❖ Work closely with internal teams to ensure alignment of sales efforts with overall business objectives.
❖ Maintain a positive, professional demeanour and ensure highest levels of service to the client / HNI customers.
❖ Regular follow-up with all potential leads across products for effective conversion.
❖ Provide back office support / guidance as and when required.
**Job Types**: Full-time, Permanent
Pay: ₹1,200,000.00 - ₹1,500,000.00 per year
Schedule:
- Day shift
Work Location: In person
**Speak with the employer**
+91 9810802941
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