- Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products
- Meet required AUM, investor acquisition, and AUM growth targets
- Provide personalized investment advice and portfolio management to clients
Required Qualifications:
- 3–7 years of experience in mutual fund advisory, wealth management, or related financial services
- Solid understanding of investment products and portfolio management
📌 Mutual Fund Advisor (Thane)
🏢 Hire Best Recruitment
📍 Thane
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