Mutual Fund Investment Advisor

• 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.

• Experience

  0 - 2 Years

• No. of Openings

  1

• Education

  Graduate (B.Com)

• Role

  Mutual Fund Investment Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office