Mutual Fund Specialist

You will be working as a Mutual Fund Specialist at Dot Media, located in Mumbai. Your role will involve analyzing, managing, and communicating financial information related to mutual funds and investments on a daily basis. Your primary responsibilities will include providing advice to clients on financial planning, investment planning, insurance, and other areas to help them achieve their financial goals. Additionally, you will be expected to prepare financial plans for clients, meet business targets, and focus on client retention goals. As a Mutual Fund Specialist, you will be required to answer client questions, address their concerns, regularly review their portfolios, and maintain continuous engagement with them. You will also be responsible for preparing and interpreting financial document summaries, investment performance reports, income projections, and tax implications for clients. It is essential to maintain regular communication with clients to stay updated on their financial status and to build and sustain your client base. To be eligible for this role, you should hold a Bachelor's degree in Finance, Business Administration, or a related field. Additionally, you should possess 1-3 years of experience in financial services or relationship management. Strong knowledge of financial instruments and markets is crucial for this position. The ideal candidate will have analytical skills, finance expertise, knowledge of mutual funds and investments, strong communication skills, and a background in the financial industry would be beneficial.,