Job Description

6. Key Responsibilities

A. Financial Planning & Advisory

Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products. Prepare and explain complex financial plans, including risk assessments, asset allocation models, and projected returns. Act as a trusted partner, guiding clients through market volatility and life events.

B. Client Relationship Management

Cultivate and manage long-term, high-trust relationships with a defined portfolio of high-net-worth clients. Provide ongoing portfolio reviews and proactive communication to ensure alignment with clients' evolving goals. Address client queries, resolve concerns, and ensure a seamless client experience at all touchpoints. Identify opportunities for cross-selling and deepening relationships within the client base.

C. Investment Expertise & Market Analysis

Maintain a deep and current understanding of the mutual fund industry, market trends, economic indicators, and regulatory changes. Analyze fund performance, manager styles, and portfolio construction to make informed recommendations. Continuously research and evaluate new investment opportunities and products for client suitability. Provide market insights and commentary to clients in a clear, actionable manner.

D. Compliance & Ethics

Adhere strictly to all regulatory guidelines (SEBI, AMFI) and the company's code of conduct. Ensure all advice given and documentation provided is compliant, accurate, and transparent. Maintain the highest ethical standards and act in the client's best interest at all times. Complete all mandatory compliance training and certifications.

E. Business Development & Reporting

Contribute to the growth of the wealth management practice by identifying and developing new client opportunities. Maintain accurate and detailed client records and transaction history in the CRM system. Prepare and submit regular business reports and performance metrics to senior management.

7. Required Qualifications & Experience

Education:

Bachelor's degree in Finance, Economics, Business, or a related field. (Required)

NISM Series V-A: Mutual Fund Distributors

certification is mandatory.

NISM Series VI: Mutual Fund Distributors (Advisors)

certification is highly desirable. Additional certifications such as

CFP (Certified Financial Planner)

or

CFA (Chartered Financial Analyst)

are a significant advantage.
Job Type: Full-time

Pay: ?12,000.00 - ?35,000.00 per month

Work Location: In person

Speak with the employer

+91 8511445844