IXORAA Enterprise - Market Leader - Mutual Fund Distribution (10-15 yrs)

Job Summary:

We are looking for an experienced Market Leaders with a deep understanding of mutual fund distribution to join our team at WEALTHAPP, a leading mutual fund distributor. Experience in wealth management and a focus on mutual fund products, you will provide expert investment advice and portfolio management to high-net-worth individuals (HNWIs) and institutional clients. You will play a key role in expanding our distribution network and ensuring clients receive tailored solutions that align with their financial objectives.

Key Responsibilities:

Client Relationship Management:

- Build and maintain long-term relationships with high-net-worth clients, institutional investors, and financial advisors.

- Understand clients' financial goals, risk profiles, and investment preferences to recommend the most suitable mutual fund products.

- Provide proactive, personalized wealth management advice, including portfolio optimization, retirement planning, tax strategies, and estate planning.

- Mutual Fund Distribution & Investment Advisory:

- Guide clients through the selection and purchase of mutual funds that align with their financial goals, risk tolerance, and investment horizon.

- Advise on a diverse range of mutual fund products, including equity, debt, hybrid, and sectoral funds.

- Help clients optimize their portfolios through proper diversification and regular portfolio reviews, ensuring alignment with evolving financial objectives.

- Investment Strategy & Portfolio Management:

- Create tailored investment strategies for clients using mutual funds as a core investment vehicle, ensuring appropriate risk management.

- Monitor portfolio performance, market conditions, and mutual fund product performance to suggest adjustments to clients' portfolios.

- Educate clients on mutual fund NAVs, returns, and performance, helping them make informed investment decisions.

- Business Development & Client Acquisition:

- Drive business growth by acquiring new clients, expanding the mutual fund distributor's reach, and leveraging existing client relationships.

- Network within the financial community to generate new business opportunities and enhance the company's market presence.