Mutual Fund - Direct Sales

What is the objective of the role?

• Responsible for Relationship Management and handling Mutual Fund sales from direct clients.
• Conducting meetings with clients/associates, understanding their goals, aspirations and financial objectives and provide relevant feedback up the chain
• Engage with the customers regularly and conduct their portfolio reviews.
• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
• Deep understanding of the financial products like mutual funds and markets

What skills do you need to possess?

• Excellent Communication skills
• Should be able to work in a fast- paced & target-driven environment
• Self-motivated and able to work in teams and individually
• NISM V-A, certified
• Good at excel and power point skills

What is the prior experience needed?

• We are looking for a candidate 4-6 years of experience in BFSI, preferably Mutual funds.

What qualification you should have?

• Graduate or Postgraduate