Certified Financial Advisor / Relationship Manager BTW Visa Services India Pvt Ltd

0.0 - 4.0 years

0 Lacs

maharashtra

On-site

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 empl...

Posted 1 month ago

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Investment Sales Consultant Weekday (YC W21)

2.0 - 15.0 years

0 Lacs

delhi

On-site

This role is for one of our clients in the Sales industry, based in Delhi. As a Mid-Senior level Investment Sales Consultant, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include promoting mutual fund solutions, nurturing investor relationships, and driving revenue across retail and HNI segments. Your role will involve client acquisition, lead generation, client engagement, advisory services, product consultation, sales closure, market tracking, insights sharing, reporting, and compliance. You will be responsible for proactively identifying and onboarding new investors through various channels, maintaining a pipeline of high-potential leads,...

Posted 2 months ago

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