Mutual Fund Specialist

Company Overview

Manu Stock Broking Pvt. Ltd. is a prominent financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading across equities, futures, and currency on major exchanges like the Bombay Stock Exchange and National Stock Exchange. Our firm is committed to offering fast, reliable trading services and real-time support throughout trading hours. With a team of 11-50 dedicated employees, we are an integral part of the Financial Services industry.

Job Overview

We are seeking a Senior Mutual Fund Specialist to join our team in Kolkata. As a full-time employee, you will play a crucial role in advising clients on mutual fund investments, managing portfolios, and ensuring compliance with industry regulations. This position requires a minimum of 7 to 10 years of experience in the financial sector, with a specific focus on mutual fund advisory services.

Qualifications and Skills

• In-depth knowledge of mutual fund advisory practices and their application in client portfolios (Mandatory skill).
• Proven expertise in portfolio management strategies to optimize client wealth.
• Strong client relationship management skills to ensure long-term client satisfaction and retention.
• Comprehensive understanding of regulatory compliance within the financial services sector.
• Excellent customer support abilities to address client queries and provide exceptional service.
• Proficiency in wealth management, focusing on personalized financial planning and advisement.
• Analytical skills to assess market trends and make informed investment recommendations.
• Strong communication and presentation skills to effectively convey complex information to clients.

Roles and Responsibilities

• Provide expert advisory services on mutual fund investments to clients, tailoring strategies to meet specific financial goals.
• Manage and optimize client portfolios to maximize returns while minimizing risks.
• Develop and maintain strong relationships with clients to ensure trust and satisfaction.
• Ensure all client interactions and transactions comply with regulatory standards and company policies.
• Offer superior customer support by resolving client inquiries and fostering a positive service experience.
• Engage in continuous learning and professional development to stay abreast of industry trends and regulatory changes.
• Collaborate with the research team to gather data and insights to support investment recommendations.
• Prepare and deliver presentations and reports to clients, keeping them informed and educated about their investment options.