Mutual Fund Advisor

2 months ago


Mumbai, India BTW Financial Services & IMF PVT LTD Full time

BTW Financial Services & IMF PVT LTD is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses. We are dedicated to simplifying complex financial processes, providing access to insurance products, and fostering financial security and growth for all our clients.

The Role

Roles & Responsibilities:

Client Relationship Management:

  • Client Acquisition.
  • Build and maintain strong relationships with a base of clients.
  • Conduct in-depth consultations to understand the client's financialgoals, risk tolerance, and investment time horizon.

Financial Planning & Analysis:

  • Analyze client's financial situation, including income, expenses, andexisting investments.
  • Develop comprehensive financial plans tailored to individual needsand goals.

Investment Strategy & Portfolio Management:

  • Recommend suitable mutual funds based on client's risk profile andinvestment objectives.
  • Design and manage diversified investment portfolios to optimizereturns and minimize risk.
  • Continuously monitor portfolio performance and make adjustments asneeded.

Market Research & Education:

  • Stay informed about current market trends and economic conditions.
  • Conduct thorough research on various mutual funds and investmentoptions.
  • Educate clients about investment products and the financial markets

Ideal Profile

Key Skills & Requirements:

  • Financial Expertise
  • Communication Skills
  • Relationship Building
  • Analytical Skills

What's on Offer?

  • Marketing & Sales


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