Job Overview
We are looking for someone who can bring in new investors, generate mutual fund sales, manage investor relationships, build portfolios, and oversee smooth day-to-day investment operations.
Key Responsibilities
Investment & Portfolio Management
- Understand clients' financial goals, investment objectives, and risk appetite.
- Design and manage suitable mutual fund investment portfolios.
- Monitor portfolio performance and provide periodic reviews and recommendations.
- Assist clients with investment decisions, SIPs, lump-sum investments, and portfolio diversification.
- Maintain accurate records of client portfolios and transactions.
Mutual Fund Sales & Business Development
- Generate new business by identifying and approaching potential investors.
- Build and maintain strong relationships with existing and prospective clients.
- Conduct client meetings and explain mutual fund products, investment strategies, and benefits.
- Achieve monthly/quarterly sales and AUM targets.
- Generate leads through networking, referrals, calling, and other business-development activities.
- Follow up with prospects and convert leads into investors.
- Contribute to the overall growth of the company's mutual fund business.
- Ideal Candidate
Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field.
- Strong understanding of mutual funds and basic investment concepts.
- Excellent communication, negotiation, and relationship-management skills.
- Strong sales and business-development mindset.
- Ability to work with sales targets and generate new business.
- Good analytical and problem-solving skills.
Pay: ₹15,000.00 - ₹20,000.00 per month
Benefits:
Work Location: In person
