Sales Role - Mutual Fund (0-1 Yrs) Mumbai (BFSI Sales) by BTW FINANCIAL SERVICES AND IMF PVT LTD

Updazz.com (July-2017 से पंजीकृत) ने 3 दिन पहले इस नौकरी को पोस्ट किया था

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 financial goals, risk tolerance, and investment time horizon.Financial Planning & Analysis :- Analyze client s financial situation, including income, expenses, and existing investments.- Develop comprehensive financial plans tailored to individual needs and goals.Investment Strategy & Portfolio Management :- Recommend suitable mutual funds based on client s risk profile and investment objectives.- Design and manage diversified investment portfolios to optimize returns and minimize risk.- Continuously monitor portfolio performance and make adjustments as needed.Market Research & Education :- Stay informed about current market trends and economic conditions.- Conduct thorough research on various mutual funds and investment options.- Educate clients about investment products and the financial markets.Key Skills & Requirements :- Financial Expertise- Communication Skills- Relationship Building- Analytical Skills (ref:updazz.com)

Payroll Type : Permanent