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Wealth Advisor - Mutual Fund (Immediate Joiner)

Wealth Advisor - Mutual Fund (Immediate Joiner)

Quantsapp

3 - 4 years

2 - 4 Lacs

Mumbai

Posted:1 day ago| Platform:

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Skills Required

Mutual Fund Sales Quant Tools Relationship management Sales financial sales

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Work from Office

Job Type

Full Time

Job Description

What you will work on: Mutual Fund Sales
You engage with potential and existing clients digitally and in person if needed and help them with Portfolio re-balance or creation using our Quant ToolsRelationship management with mapped clients for obtaining additional AUMHave good knowledge of the overall markets and use those points in your conversations with clients Help clients in their on-boarding process and offer superior service by ensuring a quick turnaround time for all customer queries regarding their investment requirementsBe responsible for the delivery of sales targets monthlyWhat We Expect:Excellent communication skillsFair understanding of mutual funds & other financial productsAchieve daily metricsRelevant experience in financial sales, mutual fund sales preferredHave the openness to change, embrace challenges, and continuously seek opportunities forgrowth and development

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Quantsapp

IT Services and IT Consulting

Mumbai Maharashtra

51-200 Employees

36 Jobs

Key People

Gaurav J. Agarwal

Founder & CEO
Nitin Agarwal

Co-Founder & CTO

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Wealth Advisor - Mutual Fund (Immediate Joiner)