Mutual Fund Advisor

You should possess good analytical skills, along with strong verbal and written communication abilities. Knowledge of various investment products such as Mutual Funds, Insurance, and Equity is essential for this role. Your responsibilities will include handling client queries related to products and operations, advising clients on financial assets, and recommending suitable investments like equity, mutual funds, insurance, fixed deposits, real estate, and bonds to create effective financial plans. Your role will involve developing and maintaining long-term relationships with both new and existing customers, acquiring new clients, and increasing the client base through strategic planning. You will be responsible for executing financial planning, conducting regular portfolio reviews, assessing portfolio risks based on market conditions, and generating revenue primarily through core products. The ideal candidate for this position should have a Graduate or MBA in Finance qualification, possess excellent communication skills, and have a pleasing personality. A minimum of 2 years of experience in Financial Planning, Investment Advisory, and Wealth Management is required. Candidates with certifications such as NISM - MF Advisory module, CFP, or CWM will be preferred. This is a full-time job with day shift schedules and performance bonuses. The role is based in the Industrial Area of Mohali, Punjab (160055), requiring reliable commuting or relocation. The preferred candidate will have at least 3 years of total work experience.,