Mutual Fund Advisor

Job Responsibilities:

· Good analytical skill, Good verbal & written communication

· Knowledge of investment products like Mutual Fund, Insurance and Equity

· Handling client queries related to product and operations

· Discuss with Help clients discover potential to get financial freedom

· Responsible for advising people in respect to their financial assets of the clients.

· Advising the client for making the Investment into financial Products like equity, MS, insurance, mutual fund, fixed deposit, real estate and bond etc. for a proper financial plan.

· Penetration of Wealth Management or other investment product on client’s portfolio.

· Develop and maintain long term relationship with the new as well as existing customers.

· Provide good quality customers Confident & Self-motivated

· Meeting and Acquisition of new clients and formulating strategies to increase the client base.

· Preparation and execution of Financial Planning.

· Regular portfolio review of client.

· Approaching need based product to the client through Financial Planning.

· Access the portfolio risk according to changing market situation.

· Generating the revenue primarily through core products.

Required Skills:

1. Qualification - Graduate or MBA Finance

2. Candidate with Excellent communication skills & Pleasing Personality

3. Good Experience in Financial Planning, Investment Advisory and Wealth Management for a minimum of 2 years

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Job Type: Full-time

Pay: ₹13,000.00 - ₹25,000.00 per month

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Ability to commute/relocate:

• Industrial Area Mohali, Mohali - 160055, Punjab: Reliably commute or planning to relocate before starting work (Required)

Experience:

• total work: 3 years (Preferred)