Investment Advisor

Chawla Investments; New Delhi; On-site; INR 600,000 - 900,000; Full time

Job summary

Chawla Investments in New Delhi seeks a results-driven investment advisory professional to manage client relationships and drive mutual fund sales. You will assess client financial goals and tailor advice to meet them, while collaborating with internal teams to ensure smooth service delivery.

The role emphasizes developing business development strategies, achieving targets, and staying current with regulatory changes to maintain a competitive edge in the mutual funds market.

Qualifications

• 2–5 years of experience in investment advisory or mutual fund sales.
• MBA/PGDM in Finance or equivalent qualification.
• Proven track record of achieving targets.

Responsibilities

• Manage client relationships, ensuring high levels of satisfaction and retention.
• Provide expert advice on mutual funds sales to clients, identifying 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.

Skills

Client relationship management

Strong communication

Management abilities

Education

MBA/PGDM in Finance

Job description

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.