MUTUAL FUND
Job Description
Job Title: Mutual Fund Advisor
Company: Parag C Shah
Location: Ellisbridge, Ahmedabad
Experience: Fresher & Experienced
Job Description:
Parag C Shah is looking for a motivated and customer-focused Mutual Fund Advisor to assist clients in selecting suitable mutual fund investment options and help them achieve their financial goals. The ideal candidate should have good communication skills, basic knowledge of financial products, and a willingness to build long-term client relationships.
Key Responsibilities:
• Guide clients on mutual fund investment options
• Generate new leads and acquire potential customers
• Build and maintain strong client relationships
• Understand customer financial goals and recommend suitable investment plans
• Explain mutual fund products, benefits, and investment strategies
• Assist clients with documentation and account opening procedures
• Follow up with existing clients and provide ongoing support
• Maintain customer records and prepare investment reports
• Stay updated with market trends and mutual fund products
• Ensure compliance with financial regulations and company policies
Required Skills:
• Mutual Fund Knowledge
• Investment Advisory
• Customer Relationship Management (CRM)
• Financial Planning
• Sales and Negotiation Skills
• Communication and Presentation Skills
• Lead Generation
Eligibility:
• Graduate in Commerce, Finance, Business Administration, or a Relevant Field Preferred
• Freshers & Experienced Candidates Can Apply
• Basic knowledge of mutual funds and financial products is an added advantage
Apply Now: 9924200557
Email: TIKUSHAH9@GMAIL.COM
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