Wealth Manager | Mutual Fund

Job Type: Full Time

Role: Experienced

Min CTC: 5 LPA

Max CTC: 9 LPA

Experience: 2 to 8 Yrs

Locality: Mumbai

Eligibility: Graduate

Category: BFSI

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

Job Summary:

We are looking for a dedicated Investment Relationship Manager with a strong background in mutual funds to join our team. The successful candidate will be responsible for managing and growing our mutual fund customer base, providing expert advice, and ensuring high levels of customer satisfaction. This role requires excellent relationship management skills and a deep understanding of mutual fund products.

Key Responsibilities:

• Client Acquisition: Identify and onboard new clients interested in mutual fund investments through direct sales, referrals, and networking.
• Portfolio Management: Assist clients in building and managing their mutual fund portfolios based on their financial goals, risk tolerance, and market conditions.
• Relationship Management: Maintain and enhance relationships with existing clients, ensuring regular communication and updates on their investments.
• Market Analysis: Monitor market trends and provide clients with timely advice on potential investment opportunities and risks.
• Compliance: Ensure all investment activities comply with regulatory guidelines and company policies.
• Client Education: Conduct client education sessions and workshops to increase awareness and understanding of mutual fund products and investment strategies.
• Sales Targets: Achieve monthly and quarterly sales targets for mutual fund investments.

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!