we actively seek a diverse range of professionals to deliver specialized services to our Customers across the country.
Mutual Fund Division
Job Purpose: The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Roles and Responsibilities: 1. Responsible for cross selling various financial products like Mutual funds, PMS, etc to the new set of customers and building depth within the existing relationships. 2. Formulating strategies for expanding the client base by providing investment advice to the clients. 3. Maintaining long-term relationships with existing/new clients for increasing the Asset under Management for the company 4. Cross-sell products and services to both new & existing clients according to their need. 5. Responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. 6. New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients. 7. Settle client queries and ensuring smooth working of Mutual funds division