0 - 4 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

The ideal candidate will be responsible for deeply understanding the client's business objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing our clients" data. Essentially, you will act as our client's main point of contact. Identify opportunities to cross-sell additional financial products and services that align with client needs. Stay informed about market trends and economic developments to provide relevant insights to clients. Regularly report on investment performance and portfolio management to clients, highlighting achievements and areas for improvement. Actively seek new clients through networking and referrals, contributing to the firm's growth. Educate clients about financial products and market conditions, helping them make informed decisions. Gather client feedback to improve services and address any concerns promptly. Freshers and experienced can apply. NISM V A Mutual fund Distribution certification preferred. Ability to manage multiple projects and clients. Strong communication and interpersonal skills.,

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