Role Overview:

Looking for a motivated professional to manage client relationships, business development, promote mutual fund and insurance products, and ensure smooth investment servicing.

Key Responsibilities:

•                 Client engagement, queries handling and troubleshooting and etc.

•                 Mutual fund transaction handling- Purchases, redemption, switch, SIP etc.

•                 Recommend suitable MF schemes, SIP and insurance solutions to clients

•                 Business development activities for new client’s acquisition

•                 Provide support to sales and management teams

Requirements:

•                 Graduate / Postgraduate (Finance/Commerce preferred)

•                 Prior experience in mutual funds, banking or financial advisory will be an added advantage

•                 AMFI/NISM V-A certified will be an added advantage

•           ...