Mutual Fund Advisor

As a Client Acquisition Manager, your primary role will involve acquiring clients through leads and your own sources. It is essential for you to have a deep understanding of the financial goals and needs of the clients in order to recommend products that are in line with their requirements and risk profile. Additionally, you will be responsible for regularly reviewing the clients" financial goals and proposing any necessary changes to assist them in achieving financial freedom. Key Responsibilities: - Acquiring clients through leads and personal sources - Understanding clients" financial goals and recommending suitable products - Reviewing clients" financial goals regularly and suggesting necessary changes Qualifications Required: - Total work experience: 7 years (Preferred) - Mutual fund experience: 7 years (Preferred) - Team handling experience: 7 years (Preferred) Please note that this is a full-time, permanent position with a day shift schedule. The work location is in person. If you have any questions or need further clarification, please feel free to speak with the employer at +91 8637085596.,