MFD (Mumbai)

MFD (Mumbai)

13 Aug
|
The Hird
|
Mumbai

13 Aug

The Hird

Mumbai

Experience: 7yrs to 12 yrs

Location: South Mumbai, Delhi, Bangalore

Skills: PMS, AIF, MF, Money management, having experience with MFD/IFA

Roles & Responsibilities

Promote and distribute Mutual Fund products to retail, HNI, and corporate clients.

Understand clients' financial goals and recommend suitable investment solutions.

Generate current business through referrals, networking, and client acquisition.

Build and maintain long-term client relationships.

Monitor investment portfolios and provide periodic reviews.

Ensure compliance with SEBI and AMFI guidelines.

Coordinate with Asset Management Companies (AMCs) for product updates and support.

Achieve sales, revenue, and AUM growth targets.

Prepare investment reports and portfolio reviews.

📌 MFD (Mumbai)
🏢 The Hird
📍 Mumbai

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