Mutual Fund Advisor

As a Client Acquisition Manager, you will play a crucial role in acquiring clients through leads and your own sources. Your primary responsibility will be to understand the financial goals and needs of the clients to recommend products that align with their requirements and risk profile. It will be essential for you to regularly review the clients' financial goals and suggest any necessary changes to help them achieve financial freedom. Key Responsibilities: - Acquire clients through leads and personal sources - Understand clients' financial goals and recommend suitable products - Regularly review clients' financial goals and suggest changes for their financial well-being Qualifications Required: - Total work experience: 7 years (Preferred) - Mutual fund experience: 7 years (Preferred) - Team handling experience: 7 years (Preferred) If you have any questions or need further clarification, please feel free to speak with the employer at +91 8637085596. As a Client Acquisition Manager, you will play a crucial role in acquiring clients through leads and your own sources. Your primary responsibility will be to understand the financial goals and needs of the clients to recommend products that align with their requirements and risk profile. It will be essential for you to regularly review the clients' financial goals and suggest any necessary changes to help them achieve financial freedom. Key Responsibilities: - Acquire clients through leads and personal sources - Understand clients' financial goals and recommend suitable products - Regularly review clients' financial goals and suggest changes for their financial well-being Qualifications Required: - Total work experience: 7 years (Preferred) - Mutual fund experience: 7 years (Preferred) - Team handling experience: 7 years (Preferred) If you have any questions or need further clarification, please feel free to speak with the employer at +91 8637085596.