Mutual Fund Analyst

Job Type: Full Time

Role: Experienced

Min CTC: 9 LPA

Max CTC: 15 LPA

Experience: 6 to 12 Yr

Locality: Mumbai City, Mumbai Suburban, Navi Mumbai

Eligibility: Graduate

Category: Financial Services

Note: This is a requirement for one of the Workassist Hiring Partner

Job Summary:

We are looking for a knowledgeable and experienced Equity Advisor to join our Mutual Fund division. The ideal candidate will be responsible for advising clients on equity investments, managing portfolios, and achieving sales targets in the mutual fund segment.

Key Responsibility Areas (KRA)

1. Advise clients on equity investments and mutual fund products.
2. Achieve monthly and annual sales targets for mutual fund products.
3. Develop and maintain strong relationships with clients.
4. Provide excellent customer service and ensure client satisfaction.
5. Analyze market trends and provide insights to clients.
6. Develop and implement investment strategies to maximize returns.
7. Conduct regular portfolio reviews and rebalancing.
8. Stay updated with the latest developments in the equity and mutual fund markets.
9. Educate clients about mutual fund products and investment strategies.
10. Ensure compliance with company policies and regulatory requirements.
11. Identify and mitigate potential risks in the investment process.
12. Maintain accurate records of client interactions and investment activities.
13. Prepare regular reports on investment performance and market analysis.
14. Collaborate with other departments to ensure smooth processing of client transactions.
15. Participate in promotional activities and campaigns to attract new clients.

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles and employers with relevant jobs across different industries and experience levels. With a focus on e-recruitment technology, we quickly adapt to the new normal and assist job seekers and employers worldwide. We work with many recruiters in sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal to recruit great emerging talents.

For a seamless job search experience, visit https://bit.ly/3QBfBU2.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!