Posted:7 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Pravin Ratilal Share And Stock Brokers Ltd, one of the oldest financial advisory and stock broking firms in Gujarat, has over 50 years of experience in the financial market. Operating across more than 25 branches and franchisees in Gujarat, we offer a range of services, including Equity and Derivatives, Demat Services, Portfolio Advisory, IPOs, Mutual Funds, and Fixed Deposits. As a BSE and NSE Trading Member and a Depository Participant with NSDL, we are dedicated to providing safe, advanced, and high-quality financial services to our clients.

Role Description

This is a full-time on-site role for a Sales Head -Mutual Fund and Fixed Income located in Ahmedabad. He will be responsible for advising clients on mutual fund investments, assisting with portfolio management, processing transactions, and maintaining client relationships. Additional tasks will include conducting market research, providing insights on financial trends, and ensuring all regulatory and compliance requirements are met.

Qualifications

  • Knowledge of mutual funds, market research, and portfolio management
  • Excellent client relationship management and customer service skills
  • Strong communication and interpersonal skills
  • Understanding of financial regulations and compliance
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance or related field
  • Relevant certifications (e.g., NISM certification) and experience in the financial industry are a plus

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