Manager/Executive - Channel Sales - Mutual Fund (2-5 Yrs) Mumbai (BFSI Sales) by CALIBER CONNECT HR SERVICES

Updazz.com (July-2017 से पंजीकृत) ने 16 दिन पहले इस नौकरी को पोस्ट किया था

Job Discription:The Financial Advisor - Mutual Fund is responsible for offering tailored financial advice to clients, specifically in the area of mutual fund investments. This includes assessing client needs, creating investment strategies, and regularly reviewing portfolio performance.Responsibilities- Provide expert financial advice on mutual fund investments.- Conduct client consultations to assess financial goals and risk tolerance.- Develop and present personalized mutual fund investment strategies.- Stay updated on market trends and mutual fund product offerings.- Monitor and review client portfolios to ensure optimal performance.- Educate clients about mutual funds and related financial products.- Maintain and develop client relationships to foster trust and long-term cooperation.- Comply with regulatory requirements and industry standards. (ref:updazz.com)

Payroll Type : Permanent