Mutual Fund Specialist

Job Description

Job Location : Ahmedabad - HO Key Responsibilities: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives. Provide personalized financial advice and solutions tailored to clients’ needs. Develop comprehensive wealth management strategies, including investment, retirement planning, fixed income & mutual funds, and tax planning. Conduct regular portfolio reviews and adjust strategies based on market conditions and client needs. Stay informed about market trends, economic conditions, and investment opportunities. Utilize research and analysis to make informed investment recommendations. Work closely with internal teams, including investment analysts, tax specialists, and estate planners, to deliver holistic financial solutions. Mentor and train junior advisors and support staff. Identify and pursue new business opportunities to expand the firm’s client base. Participate in networking events, seminars, and other outreach activities to promote the firm’s services. Ensure compliance with regulatory requirements and internal policies. Monitor client accounts for risk and performance, addressing any issues as they arise. Established network within the financial services industry, including relationships with advisors and institutional clients. Experience in participating in industry events and building professional connections. Candidate Profile : - 5+ years of experience in Sales. Relevant experience of Mutual fund and Fixed Income profile in finance industry is must. Preferable to have hands-on experience of BSE star platform. Should have sound knowledge of Indian Capital Market. Excellent Communication Skills: Ability to articulate complex financial concepts clearly and persuasively to clients and stakeholders. Proficient in both verbal and written communication. Show more Show less