Mutual Fund Advisor

Role- Mutual Fund Advisor

Location - Nariman Point,Mumbai

HR connect -Nabamita-9365305958

Qualification Education - Bachelor Degree in Finance,Economics/MBA in Finance preferred

Salary upto 10LPA

Experience -Minimum 3-5 years of experience in wealth management, financial planning or investment advisory role (Must have experience in sales - Mutual funds / bonds /Portfolio Management etc)

Work mode -WFO

Job Description -

1. Develop and Implement strategies for prospecting and acquiring new HNI Clients

2.Client Relationship Management

3. Financial planning and advisory etc

Job Type: Full-time

Pay: Up to 1,000,000.00 per year

Benefits:

• Provident Fund

Schedule:

• Day shift
• Monday to Friday

Supplemental Pay:

• Performance bonus

Education:

• Bachelor's (Required)

Experience:

• Sales: 3 years (Required)
• Mutual Fund Advisor: 3 years (Required)

Work Location: In person