Mutual Fund Advisor

Equentis Wealth Advisory; Navi Mumbai, Mumbai; On-site; INR 300,000 - 500,000; Full time

Job summary

Equentis Wealth Advisory in Navi Mumbai is seeking a financial advisor to provide expert advice on various financial products, including mutual funds and insurance. You'll develop strong relationships with clients and identify new business opportunities to meet sales targets.

The ideal candidate will stay informed about market trends and regulatory changes. This role is crucial in ensuring client satisfaction and achieving company sales performance goals.

Responsibilities

• Provide expert advice on mutual funds, fixed deposits, bonds, insurance products, equity sales, financial advisory services to clients.
• Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
• Identify new business opportunities by prospecting for potential customers and generating leads.
• Meet or exceed monthly targets set by the company for sales performance.
• Stay up-to-date with market trends and regulatory changes in the financial industry.

Job description

Roles and Responsibilities

• Provide expert advice on mutual funds, fixed deposits, bonds, insurance products, equity sales, financial advisory services to clients.
• Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
• Identify new business opportunities by prospecting for potential customers and generating leads.
• Meet or exceed monthly targets set by the company for sales performance.
• Stay up-to-date with market trends and regulatory changes in the financial industry.