1 - 6 years
3 - 7 Lacs
Posted:4 weeks ago|
Platform:
Work from Office
Full Time
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.
Growmore Financial Services
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