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Mutual Fund Advisor
BTW Financial Services & IMF Private Limited
posted 6d ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
- Client Relationship Management:
- Client Acquisition.
- Build and maintain strong relationships with a base of clients.
- Conduct in-depth consultations to understand the client's financial
- goals, risk tolerance, and investment time horizon.
- Financial Planning & Analysis:
- Analyze client's financial situation, including income, expenses, and existing investments.
- Develop comprehensive financial plans tailored to individual needs and goals.
- Investment Strategy & Portfolio Management:
- Recommend suitable mutual funds based on client's risk profile and investment objectives.
- Design and manage diversified investment portfolios to optimize returns and minimize risk.
- Continuously monitor portfolio performance and make adjustments as needed.
- Market Research & Education:
- Stay informed about current market trends and economic conditions.
- Conduct thorough research on various mutual funds and investment options.
- Educate clients about investment products and the financial markets
- Financial Expertise
- Communication Skills
- Relationship Building
- Analytical Skills
Employment Type: Full Time, Permanent
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(based on 2 BTW Financial Services & IMF Private Limited interviews) What people at BTW Financial Services & IMF Private Limited are saying
Rating based on 8 Mutual Fund Advisor
reviews
Anonymous · Trading, Asset & Wealth Management
in Mumbai
Good Working Environment. We can learn lots of new things on daily basis.
Nothing
Read 8 reviewsMutual Fund Advisor salary at BTW Financial Services & IMF Private Limited
What BTW Financial Services & IMF Private Limited employees are saying about work life
BTW Financial Services & IMF Private Limited Benefits
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