Mutual Fund Specialist

As a Wealth Manager at our Ahmedabad - HO location, your role involves building and maintaining strong relationships with high-net-worth clients to understand their financial goals and objectives. You will provide personalized financial advice and tailored solutions, develop comprehensive wealth management strategies, and conduct regular portfolio reviews. Your responsibilities include: - Providing personalized financial advice and solutions tailored to clients" needs. - Developing comprehensive wealth management strategies. - Conducting regular portfolio reviews and adjusting strategies based on market conditions and client needs. - Staying informed about market trends, economic conditions, and investment opportunities. - Utilizing research and analysis to make informed investment recommendations. - Working closely with internal teams to deliver holistic financial solutions. - Mentoring and training junior advisors and support staff. - Identifying and pursuing new business opportunities to expand the firm's client base. - Participating in networking events, seminars, and other outreach activities. - Ensuring compliance with regulatory requirements and internal policies. - Monitoring client accounts for risk and performance. Qualifications required for this role include: - 5+ years of experience in Sales. - Relevant experience in Mutual fund and Fixed Income profiles in the finance industry. - Hands-on experience with the BSE star platform. - Sound knowledge of the Indian Capital Market. In addition to the responsibilities outlined, you should have excellent communication skills to articulate complex financial concepts clearly and persuasively to clients and stakeholders. You should be proficient in both verbal and written communication.,