Job Description

AboutRole-- Your primary responsibilities will encompass facilitating a comprehensive understanding of Organisation's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavors. - Have good knowledge of the overall markets and use those points in your conversations with clients- Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.- Showcase Organisation's portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.- Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. - Guide clients thoroughly on their Tax liabilities when exiting or entering into funds.- Maintain good relationships with your existing clients for investing more into different products which we offer.Must Have:- Min 2 years of sales experience in financial services like retail banks, investing fintechs, AMCs etc.- Excellent communication skills.- NISM Mutual Funds & PMS Distributors certificates (ref:updazz.com)

updazz .com