Mutual Fund Specialist

Responsible for Acquiring Preferred Clients (Retail and HNI).

To advise clients on their investments and managing their overall investment portfolio.

To conduct and assist in organising seminars, workshops and other business development activities.

To research investigate and update themselves on available investment.

To coordinate with product and research team for taking investment decision for the clients.

To achieve budgeted targets in terms of number of clients/volume of business & assets.

To review client's investment and indicate a need for portfolio assessment.

To Apply- Call on- 9352941000

Email- communications@9star.in