Equity/Mutual Fund Sales Associate

2 - 6 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining Soul Finspire LLP as an Equity/Mutual Fund Business Development Associate based in Ahmedabad, Gujarat, India. As part of the team, your role will involve identifying and acquiring new clients, providing expert advice on equity/mutual fund investments, assisting clients in creating and managing their investment portfolios, building and maintaining strong client relationships, staying updated with industry trends and market developments, collaborating with the team to achieve business goals, and contributing to overall business growth. Key Responsibilities: - Identifying and acquiring new clients - Providing expert advice on equity/mutual fund investments - Assisting clients in creating and managing their investment portfolios - Building and maintaining strong client relationships - Staying updated with industry trends and market developments to enhance sales strategies - Collaborating with the team to achieve business goals and contributing to overall business growth Qualifications Required: - Bachelor's degree in Finance, Economics, or a related field - Proven experience in mutual fund distribution or financial advisory - Minimum 2-3 years of domain experience required - Strong knowledge of mutual funds and investment products - Excellent communication and interpersonal skills - Ability to analyze market trends and make informed recommendations - Client-centric approach with a focus on building long-term relationships - Proficiency in using financial software and online platforms The company, Soul Finspire LLP, is a leading provider of comprehensive wealth management services dedicated to helping high-net-worth individuals and families achieve their financial goals. They pride themselves on delivering personalized, strategic financial advice through a client-focused approach. Benefits offered include a competitive salary and performance-based incentives, opportunities for professional growth and development, access to a wide range of investment products and resources, and a collaborative and supportive work environment.,

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