Mutual Fund Advisor
Wealth Redefine
Posted
3 months ago
Noida, Uttar Pradesh
Onsite
INR 40K
Mid Level
Full Time
Sema Summary
Wealth Redefine is seeking a proactive Mutual Fund Advisor to help high-net-worth individuals achieve their financial goals. The ideal candidate will have expertise in Mutual Funds and excellent client relationship skills.
About Company
Wealth Redefine is a financial services company based in Noida since 2013, specializing in mutual fund distribution and wealth management. They are recognized for their personalized service and expert financial strategies.
Core Requirements
- 2-9 years of experience in mutual fund advisory
- Strong communication skills
- Interpersonal skills
- Presentation skills
- Bachelor's degree in finance or related field
Responsibilities
- Provide expert guidance on mutual funds to clients.
- Meet monthly sales targets for mutual funds and SIPs.
- Stay updated on financial products and market trends.
- Develop and maintain strong client relationships.
- Prepare and present financial plans to clients.
- Track and analyze client portfolios.
- Advise clients on investment opportunities.
Must Have skills
Job Keywords
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