Mutual Fund Sales/ Mutual Fund Relationship Manager
2 days ago
Role & responsibilities
This is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor at Growmore Financial Services in Mulund, Mumbai. The Candidate will be responsible for providing financial suggestion, creating financial plans, & helping clients to achieve their Financial Goals. The ideal candidate will focus on client acquisition and play a key role in building and growing the company's Assets Under Management (AUM). CFP Candidates are highly encouraged and welcomed.
Preferred candidate profile
Develop and implement personalized financial plans for clients.
Conduct in-depth financial assessments to understand client goals and needs.
Monitor client portfolios and make adjustments as needed to align with changing financial situations or market conditions.
Maintain up-to-date knowledge of financial regulations and product offerings.
Build trust with clients through consistent communication and ethical advisory practices.
Acquire new clients for mutual fund investments through existing Investors.
Understand client needs and suggest appropriate mutual fund schemes.
Regularly follow up with clients to ensure consistent investment and portfolio growth.
Build long-term relationships to retain clients and increase AUM.
Stay updated on mutual fund market trends, regulatory changes, and product offerings.
Meet monthly and quarterly sales targets set by the organization.
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