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Mutual Fund Executive
BTW Financial Services & IMF Private Limited
posted 5d ago
Job Description
- Lead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment.
- Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets.
- Advise clients on mutual funds, SIPs, and investment decisions, building long-term relationships for repeat business.
- Actively engage in fieldwork to meet potential clients, promote mutual funds, and guide the team in client interactions.
- Meet individual and team sales targets, tracking progress and reporting business metrics.
- Educate clients on SIPs, assist with plan setup, track performance, and provide market insights to align portfolios with financial goals.
- Strong communication and interpersonal skills.
- Ability to explain complex financial products and strategies in an easy-to-understand manner.
- Excellent organizational and time-management skills.
- Sales-driven and result-oriented with a strong focus on meeting targets.
- Knowledge of the financial market, investment products, and mutual fund industry trends.
Employment Type: Full Time, Permanent
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