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4.7

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13 BTW Financial Services & IMF Private Limited Jobs

Sales Role - Mutual Fund (0-1 yrs)

0-1 years

Mumbai

Sales Role - Mutual Fund (0-1 yrs)

BTW Financial Services & IMF Private Limited

posted 2mon ago

Job Role Insights

Fixed timing

Key skills for the job

Job Description

Roles & Responsibilities :

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.

Key Skills & Requirements :

- Financial Expertise

- Communication Skills

- Relationship Building

- Analytical Skills


Functional Areas: Other

Read full job description

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What people at BTW Financial Services & IMF Private Limited are saying

What BTW Financial Services & IMF Private Limited employees are saying about work life

based on 47 employees
57%
100%
49%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
View more insights

BTW Financial Services & IMF Private Limited Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
View more benefits

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BTW Financial Services & IMF Private Limited Mumbai Office Location

View all
Mumbai, Maharashtra Office
Headquarter
BTW Marathon Icon Marathon NextGen Campus, Lower Parel Mumbai 400013 Mumbai, Maharashtra
400013

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