Posted:1 month ago|
Platform:
Work from Office
Full Time
Mutual Fund Advisor
Location: Mumbai
Qualification: Graduate/Post graduate
Experience: 2 to 5 years of work experience in a financial services entity in marketing/business development.
Detailed job description:
1. Interact with clients to assess strategies based on investment objectives and their risk profile
2. Responsible to manage existing set of clients and channel partners and help drive business.
3. Responsible for meeting business development targets in a personal capacity as per pre-defined company benchmarks.
4. Manage relations with AMC partners and internal teams.
5. To ensure client and partners comply with rules set by SEBI/AMFI across domains.
Phillipcapital
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