Mutual fund sales executive

Job description:

-Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.

-Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.

-Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.

-Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, NCDs, Insurances, structured product MLD based on through market research and analysis.

-Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.

-Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.

-Helping the company meet its financial objectives through personalised financial planning.

Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

-Required skills and qualifications

Qualification:

-BA bachelor's degree in finance, economics, business administration or a related field.

-3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.

-Understanding of financial markets, investment products, and wealth management principles.

-Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.

-Excellent interpersonal skills and the ability to build trust and rapport with clients.

-Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.

-Exceptional verbal and written communication skills in explaining complex financial concepts to clients.

-Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Preferred skills:

-A master's degree in finance, accounting, economics, or a related field.

-NISM V-A MF Certified.

-Experience in serving high-net-worth individuals and understanding their unique wealth -management needs.

-Proven track record of achieving sales targets and building a successful client portfolio.

-Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.