6 Key Responsibilities A Financial Planning Advisory Conduct comprehensive financial needs analysis for clients covering goals like retirement education and wealth preservation Develop and present tailored investment strategies and portfolio recommendations primarily focused on mutual funds and other suitable investment products Prepare and explain complex financial plans including risk assessments asset allocation models and projected returns Act as a trusted partner guiding clients through market volatility and life events B Client Relationship Management Cultivate and manage long-term high-trust relationships with a defined portfolio of high-net-worth clients Provide ongoing portfolio reviews and proactive communication to ensure alignment with clients evolving goals Address client queries resolve concerns and ensure a seamless client experience at all touchpoints Identify opportunities for cross-selling and deepening relationships within the client base C Investment Expertise Market Analysis Maintain a deep and current understanding of the mutual fund industry market trends economic indicators and regulatory changes Analyze fund performance manager styles and portfolio construction to make informed recommendations Continuously research and evaluate new investment opportunities and products for client suitability Provide market insights and commentary to clients in a clear actionable manner D Compliance Ethics Adhere strictly to all regulatory guidelines SEBI AMFI and the company s code of conduct Ensure all advice given and documentation provided is compliant accurate and transparent Maintain the highest ethical standards and act in the client s best interest at all times Complete all mandatory compliance training and certifications E Business Development Reporting Contribute to the growth of the wealth management practice by identifying and developing recent client opportunities Maintain accurate and detailed client records and transaction history in the CRM system Prepare and submit regular business reports and performance metrics to senior management 7 Required Qualifications Experience Education Bachelor s degree in Finance Economics Business or a related field Required NISM Series V-A Mutual Fund Distributors certification is mandatory NISM Series VI Mutual Fund Distributors Advisors certification is highly desirable Additional certifications such as CFP Certified Financial Planner or CFA Chartered Financial Analyst are a significant advantage Job Type Full-time Pay 12 000 00 - 35 000 00 per month Work Location In person Speak with the employer 91 (phone hidden)

📌 Mutual Fund Advisor (Gujarat)
🏢 Vanshi Wealth
📍 Gujarat