Wealth Advisor - Mutual Funds

Role & responsibilities

* Generate and convert leads through calls and other channels

* Understand client financial goals and risk appetite

* Recommend suitable mutual fund products and investment solutions

* Explain SIPs, lump-sum investments and various mutual fund categories

* Achieve monthly sales and business targets

* Build and maintain long-term client relationships

* Follow up with prospective and existing clients

* Handle investment-related queries and provide excellent customer service

* Maintain accurate client records and ensure compliance with company guidelines

Preferred candidate profile

Someone with good communication, convincing/presentation skills, a sales mindset, and an interest in the financial services/investment industry.