Digital Sales - MTF or Mutual funds products

Roles and Responsibilities :

• Provide financial advice to clients on investment products such as mutual funds, equities, bonds, and other securities.
• Manage client relationships by identifying their financial goals and developing personalized investment strategies.
• Monitor market trends and economic conditions to make informed recommendations to clients.
• Ensure compliance with regulatory requirements and maintain accurate records of client interactions.

Job Requirements :

• 2-8 years of experience in the financial services industry as an Investment Advisor or Wealth Manager.
• Strong understanding of various types of investments including mutual funds, equities, bonds, etc. .
• Excellent communication skills for building strong relationships with clients.
• Ability to analyze complex data and make sound investment decisions.