Job Description: Portfolio Management & Distribution of Financial Products

Responsibilities:
- AUM Growth: Drive growth in assets under management
- Client Acquisition and Management: Current client acquisition focusing on HNIs, professionals, and business owners.
- Portfolio Review: Regularly review client mutual fund portfolios, assess asset allocation, and suggest rebalancing strategies based on investment goals, risk appetite, and market outlook.
- Engage proactively with existing clients to maintain strong, trust-based relationships; ensure timely service, reporting, and performance reviews.
- Product Suitability: Recommend suitable schemes across equity, debt, hybrid, and solution-oriented categories based on thorough due diligence and client profiling.
- Compliance & Documentation: Ensure adherence to SEBI and AMFI regulations in every interaction; complete documentation, risk profiling, and disclosures as per norms.
- Market Awareness: Stay updated on macroeconomic trends,



fund performance, and regulatory updates; communicate relevant insights to clients.
- Arrange Investor Awareness Programs
- Financial literacy initiatives across schools and colleges

Eligibility Criteria:
- Industry Experience: 3-6 years in wealth management or mutual fund distribution.
- Strong knowledge and understanding of mutual fund products, financial planning concepts, and portfolio management principles.
- Excellent presentation and communication skills with a client-centric attitude.
- Proficiency in MIS, EXCEL, and Analytics
- Certification (preferred): NISM Series VA, NISM Series XXI A, NISM - Financial Planning, NISM XA/B, NISM XXI A (PMS), XIII(SIF), CFP, IRDA certification (preferred)

Pay: ₹900,000.00 - ₹1,200,000.00 per year

Work Location: In person

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