Mutual Fund Representative

As a Financial Advisor, your role involves acquiring new clients and increasing engagement with existing clients by providing complete financial planning solutions tailored to their risk and reward appetite. Your primary focus will be on achieving revenue targets for the branch. Your key responsibilities will include: - Cross-selling various financial products such as Mutual funds to new customers and deepening relationships with existing clients. - Developing strategies to expand the client base by offering investment advice. - Building and maintaining long-term relationships with both existing and new clients to increase the Asset under Management for the company. - Managing client portfolios to provide them with optimal investment solutions and services for wealth creation. - Acquiring new clients through networking, database management, market intelligence, or referrals from existing clients. To qualify for this role, you should have: - MBA qualification. - Excellent verbal and written communication skills. - Minimum of 2 years of prior experience in the financial services sector, particularly in areas such as Capital Markets, Mutual Funds, or Financial Institutions, will be advantageous.,