What is the objective of the role?

- Responsible for Relationship Management and handling Mutual Fund sales from direct clients.
- Conducting meetings with clients/associates, understanding their goals, aspirations and financial objectives and provide relevant feedback up the chain
- Engage with the customers regularly and conduct their portfolio reviews.
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Deep understanding of the financial products like mutual funds and markets

What skills do you need to possess?

- Excellent Communication skills
- Should be able to work in a rapid- paced & target-driven environment
- Self-motivated and able to work in teams and individually
- NISM V-A, certified
- Good at excel and power point skills

What is the prior experience needed?

- We are looking for a candidate 4-6 years of experience in BFSI, preferably Mutual funds.

What qualification you should have?

- Graduate or Postgraduate

📌 Manager - Direct Sales (Mumbai)
🏢 Important Company of the Sector
📍 Mumbai