Mutual Fund Representative

Job Description

Job Purpose: The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Roles and Responsibilities: 1. Responsible for cross selling various financial products like Mutual funds, to the new set of customers and building depth within the existing relationships. 2. Formulating strategies for expanding the client base by providing investment advice to the clients. 3. Maintaining long-term relationships with existing/new clients for increasing the Asset under Management for the company 4. Responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. 5. New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients. Qualifications and Requirements Candidate should be MBA Excellent verbal and written communication skills Minimum 2 years prior experience with financial service sector such as Capital Markets, Mutual Funds, and Financial Institutions will be given preference Show more Show less