Job Description:

Understanding the client's investment needs and providing appropriate advice within the mutual fund segment. Interactions with the clients will happen over email/telephone as our customer base is spread across the globe. Good understanding of other financial products is an added advantage. Following will be tasks involved

• Need-based Advice on mutual funds.
   
• Creating Financial plans based on the life goals
   
• Constructing suitable mutual fund portfolio.
   
• Asset Allocation pattern of investment advice.
   
• Periodical Review & Rebalancing the holding Portfolios.
   
• Constantly engaging with clients to optimise investment opportunities.
   
• Getting updated about the market events and making clients understand the market behavior.
   

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Sales, Retail, Business Development

Role Category: Corporate Sales

Role: Client Servicing/Key Account Manager

Employment Type: Permanent Job, Full Time