Director at BTW Financial Services and IMF PVT LTD
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Sales Role - Mutual Fund (0-1 yrs)
Roles & Responsibilities :
Client Relationship Management :
- Client Acquisition.
- Build and maintain strong relationships with a base of clients.
- Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon.
Financial Planning & Analysis :
- Analyze client's financial situation, including income, expenses, and existing investments.
- Develop comprehensive financial plans tailored to individual needs and goals.
Investment Strategy & Portfolio Management :
- Recommend suitable mutual funds based on client's risk profile and investment objectives.
- Design and manage diversified investment portfolios to optimize returns and minimize risk.
- Continuously monitor portfolio performance and make adjustments as needed.
Market Research & Education :
- Stay informed about current market trends and economic conditions.
- Conduct thorough research on various mutual funds and investment options.
- Educate clients about investment products and the financial markets.
Key Skills & Requirements :
- Financial Expertise
- Communication Skills
- Relationship Building
- Analytical Skills
