Role & responsibilities This is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor (CFP) at Growmore Financial Services in Mumbai. The Certified Financial Planner will be responsible for providing financial advice, creating financial plans, & helping clients with investments, taxes, & insurance. The ideal candidate will focus on client acquisition and play a key role in building and growing the companys Assets Under Management (AUM) . Preferred candidate profile Develop and implement personalized financial plans for clients. Offer expert advice on investments, tax planning, retirement, and insurance. Conduct in-depth financial assessments to understand client goals and needs. Monitor client portfolios and make adjustments as needed to align with changing financial situations or market conditions. Maintain up-to-date knowledge of financial regulations and product offerings. Build trust with clients through consistent communication and ethical advisory practices. Acquire new clients for mutual fund investments through referrals and networking. Understand client needs and suggest appropriate mutual fund schemes. Regularly follow up with clients to ensure consistent investment and portfolio growth. Build long-term relationships to retain clients and increase AUM. Stay updated on mutual fund market trends, regulatory changes, and product offerings. Meet monthly and quarterly sales targets set by the organization.
Role & responsibilities This is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor (CFP) at Growmore Financial Services in Mumbai. The Certified Financial Planner will be responsible for providing financial advice, creating financial plans, & helping clients with investments, taxes, & insurance. The ideal candidate will focus on client acquisition and play a key role in building and growing the companys Assets Under Management (AUM). Preferred candidate profile Develop and implement personalized financial plans for clients. Offer expert advice on investments, tax planning, retirement, and insurance. Conduct in-depth financial assessments to understand client goals and needs. Monitor client portfolios and make adjustments as needed to align with changing financial situations or market conditions. Maintain up-to-date knowledge of financial regulations and product offerings. Build trust with clients through consistent communication and ethical advisory practices. Acquire new clients for mutual fund investments through referrals and networking. Understand client needs and suggest appropriate mutual fund schemes. Regularly follow up with clients to ensure consistent investment and portfolio growth. Build long-term relationships to retain clients and increase AUM. Stay updated on mutual fund market trends, regulatory changes, and product offerings. Meet monthly and quarterly sales targets set by the organization.
Role & responsibilities Understand client goals, risk profile, financial background, and investment preferences. Prepare comprehensive financial plans covering wealth creation, retirement planning, tax planning, and insurance needs. Periodically review and rebalance portfolios to optimize returns and manage risk. Assist clients with efficient tax-saving strategies under current tax laws. Provide guidance on capital gains taxation, investment-linked deductions, and tax-efficient financial structures. Conduct regular review meetings, performance analysis, and financial health checks. Address client queries, maintain long-term trust, and deliver high-quality service. Track financial markets, economic trends, and product updates. Prepare reports, investment comparisons, and presentations for clients. Preferred candidate profile Certified Financial Planner (CFP) mandatory 15 years of experience in financial planning, wealth management, mutual funds or investment advisory Fresh CFP-certified candidates with strong knowledge may also apply Strong understanding of mutual funds, equity markets, taxation, retirement planning, and insurance products Proficiency in financial planning tools, MS Excel, and financial analysis Familiarity with KYC, CKYC, FATCA, SEBI & AMFI compliance requirements Excellent communication and presentation skills Ability to explain financial concepts clearly to clients Strong relationship-building and client-handling abilities Detail-oriented, ethical, and client-centric Analytical mindset with strong problem-solving capability Self-motivated with the ability to work independently and as part of a team Comfortable working in an on-site role in Mumbai Willingness to attend client meetings and conduct periodic portfolio reviews High level of professionalism and integrity