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Mutual Fund Advisor

2 weeks ago

Noida, Uttar Pradesh, India Catalys Full time US$ 60,000 - US$ 1,20,000 per year

We are looking for a highly skilled and experienced Mutual Fund Advisor to join our team in the Advertising & Marketing - Other industry. The ideal candidate will have 1 year of experience.

Roles and Responsibility

  • Develop and implement financial plans for clients, including investment strategies and portfolio management.

  • Conduct thorough analysis of client financial data to provide tailored advice on mutual fund investments.

  • Build and maintain strong relationships with clients, providing exceptional customer service and support.

  • Stay up-to-date with market trends and developments in the mutual fund industry.

  • Collaborate with internal teams to ensure seamless execution of trades and transactions.

  • Provide expert guidance and recommendations to clients, helping them achieve their financial goals.

Job Requirements

  • Proven experience as a Mutual Fund Advisor or in a related field.

  • Strong knowledge of mutual funds, investments, and financial markets.

  • Excellent communication and interpersonal skills.

  • Ability to work in a fast-paced environment and meet deadlines.

  • Strong analytical and problem-solving skills.

  • Proficiency in financial software and systems.