Investment Advisor

Roles and Responsibilities

• Manage client relationships, ensuring high levels of satisfaction and retention.
  
• Provide expert advice on mutual funds sales to clients, identifying their financial goals and objectives.
  
• Develop and implement effective business development strategies to drive revenue growth.
  
• Collaborate with internal teams to ensure seamless delivery of services to clients.
  
• Stay up-to-date with industry trends and regulatory changes, maintaining a deep understanding of the market.
  

Desired Candidate Profile

• Proven track record of achieving targets through effective business development techniques.
  
• Strong communication skills, convincing power, and management abilities.
  
• 2-5 years of experience in investment advisory or related field (mutual fund sales).
  
• MBA/PGDM degree in Finance or equivalent qualification.