Mutual Fund Advisor

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 11 hours ago
2-5 years
Mumbai, Navi Mumbai, Mumbai (All Areas)
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Jan 2027

Posted: 11 hours ago
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Job Description
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Job Description

Roles and Responsibilities

  • Provide expert advice on mutual funds, fixed deposits, bonds, insurance products, equity sales, financial advisory services to clients.
  • Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
  • Identify new business opportunities by prospecting for potential customers and generating leads.
  • Meet or exceed monthly targets set by the company for sales performance.
  • Stay up-to-date with market trends and regulatory changes in the financial industry.

Skills

InvestmentAdvisoryBondsMutual Funds SalesThird Party ProductsEquity SalesInvestment ProductsInsuranceEquityEquity SalesFinancial AdvisoryMutual Fund

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