Experience

Freshers (0-1) Years

Salary

0-3 Lakhs

Location

Mumbai
Posted - 231 days ago
Applications - 5
Vacancies- 20
Seeking a skilled Mutual Fund Advisor to join Btw Financial Services & Imf Pvt Ltd. Apply now to advance your career in financial services with Erekrut.
Job Description
- Provide investment advice to clients on mutual funds
- Assist clients in selecting appropriate mutual fund products based on their financial goals
- Monitor and review client portfolios on a regular basis
- Stay up-to-date on market trends and economic developments
- Develop and maintain relationships with clients to ensure their financial needs are met
- Collaborate with other team members to provide comprehensive financial planning services
- Follow regulatory guidelines and ensure compliance with relevant laws and regulations
- Participate in training and professional development opportunities to enhance knowledge and skills in the field
- Communicate effectively with clients to explain complex financial concepts in a clear and understandable manner

Designation

Mutual Fund Advisor

Key Skills
Analytical SkillsMutual FundsSales Management
Industry

Accounts

Functional Area

Accounting

Employment Type

Full Time

Education

No Formal Education

Job Type

Work From Office

Assessment Details

Mutual Fund Advisor Quiz

30 Minutes

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