Mutual Fund Advisor
Experience
Salary
Location
Job Description
- 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
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
Related Jobs
Inventory Executive
Folks Palette
Join the team as a Full Time Inventory Executive on Erekrut, specializing in Inventory Executive in the Beaut...
0-3 Lakhs
1-3 Years
Maharashtr..
Analytical S...
Inventory Executive
Folks Palette
Join the team as a Full Time Inventory Executive on Erekrut, specializing in Inventory Executive in the Beaut...
0-3 Lakhs
0-1 Years
Maharashtr..
Analytical S...
Hair Dresser
Locks And Lustre Salon
Join the team as a Full Time hair dresser on Erekrut, specializing in hair dresser in the Beauty & Wellness i...
0-3 Lakhs
4-6 Years
Mumbai
Analytical S...
Inside Sales Executive
Folks Palette
Join the team as a Full Time CRM Sales Executive on Erekrut, specializing in Inside Sales Executive in the Fu...
0-3 Lakhs
0-1 Years
Maharashtr..
Analytical S...
SOL Brand Solutions
Waayslive Solution
Join the team as a Full Time Executive Assistant on Erekrut, specializing in SOL Brand Solutions in the Event...
3-6 Lakhs
0-1 Years
Mumbai
Analytical S...
Great Job Opportunity For Reta...
Waayslive Solution
Join the Waayslive Solution team as a Full Time Fashion Consultant on Erekrut, specializing in Great Job Oppor...
0-3 Lakhs
0-1 Years
Bangalore ..
Analytical S...
Hiring For RSO
Waayslive Solution
Join the team as a Full Time Retail Sales officer on Erekrut, specializing in Hiring for RSO in the Gems & Je...
3-6 Lakhs
0-1 Years
Chennai (+..
Analytical S...
