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BTW Visa Services India Pvt Ltd logo

Certified Financial Advisor / Relationship Manager

0 - 4 years

0 Lacs

maharashtra

Posted:3 days ago| Platform: Shine logo

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Skills Required

risk profiling goalbased planning mf portfolios kyc compliance aum growth sip targets investor education

Work Mode

On-site

Job Type

Full Time

Job Description

The job involves conducting risk profiling and goal-based planning for clients, recommending mutual fund portfolios, executing transactions, and reviewing them periodically. You will be responsible for maintaining client records, ensuring KYC compliance, and following up on schedules. Your key objectives will include achieving growth in Assets Under Management (AUM), meeting SIP targets, and retention metrics. Additionally, you will be expected to conduct investor education webinars and seminars. This is a full-time position suitable for freshers. The work location is in person. To apply, visit btwgroup.co/careers. If you have any queries or need more information, you can speak with the employer at +91 9503776369.,

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