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 fast- paced & target-driven environment
Self-motivated and able to work in teams and individually
NISM V-A, certified
Valuable 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)
🏢 Dspim
📍 Mumbai