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Not Disclosed by Recruiter Posted 47 days ago Job Applicants: 66 Job Views: 798

Job Description

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    Investment Advisory - Mutual Fund (2-10 yrs)

    Drive the investment proposition for the Branch - Responsible for cross selling Mutual Funds to the customers .

    - Assisting the Relationship Managers and Branch Managers for closing on large Mutual Fund deals.

    Co-Owning the AUM and Revenue Targets of the branches mapped for Mutual Fund.

    - Conducting in-depth reviews of client's current wealth portfolio - both on and off books and align it with clients financial goals, current provision and planned milestones.

    Analyzing client information and prepare investment plans best suited to individual clients' requirements.

    - Organizing Customer meets involving presentation on new product opportunities and emerging market trends with/ without help of AMCs. Re-balancing the portfolio of customer on need basis and suggesting entry and exit strategy for the client.

    - Imparting training to the RMs regarding Mutual Funds, Portfolio Management and Wealth Creation. Conducting Mutual Fund Seminars for Existing Equity Clients for imparting knowledge about mutual funds.

    We prefer candidates with relevant experience in the sale and distribution of Mutual Funds

    - NISM Certification is a pre-requisite before job commencement

    - A business management diploma or CFP (certified financial planner) is an added plus

    - The candidate should possess the ability to work with teams, and in a co-dependent culture

    - He/she should possess ambition, exercise diligence, and have process-orientation

    - Strong communication skills

    Managing a client base efficiently, through strong relationship skills

    - Deepening the client relationship through investment solutions such as Mutual Funds, Bonds, etc

    - Interacting with team members to maximize business opportunity, via leads and client referrals

    Selling of Mutual fund is mandatory

    Cross selling of investment products

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Operations/Processes

Role:Investment/Treasury Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile



UG: Any Graduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:


A Leading Client of Talent Leads HR Solutions Pvt Ltd
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Job Posted by

Shailendra Saini Hiring Partner Talent Leads HR Solutions (P) Ltd Mumbai

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