Mutual Fund Investment Advisor

Realm Investment Networks

0 - 2 Years
1 Openings
Not Disclosed
Face-to-Face interview
Malad West, Mumbai

Key Skills

Mutual Fund Investment Advisor Finance Advisor Customer Relationship

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Job Description

• to identify investors for mutual fund and alternate investment products by prospecting through various initiatives and client acquisition strategies

• to service existing investors by meeting, sending regular market & portfolio updates etc.

• educate existing and new clients regarding the range of applicable investment options available to them.

• follow through on the investment actions approved by clients.

• maintain an up-to-date knowledge of investment products.

• managing and updating client portfolios.

• maintain the existing relationships and leading in the development of new client relationships.

• to identify hni customers for selling various alternate investment products. (angel investing, invoice discounting, lease finance etc.)

• tie up and co-ordinate with product providers for investment deal closure.