Role & responsibilities
Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences.
Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards.
Provide clear and easy-to-understand guidance on investment concepts and strategies.
Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances.
Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines.
Build and maintain strong, long-term relationships with clients.
Stay updated on industry trends, recent financial products, and evolving investment strategies through continuous learning and professional development.
Must Have Skills
Robust understanding of mutual funds and financial markets.
Ability to understand client financial goals, risk tolerance, investment horizon, and preferences.
Excellent communication skills with the ability to simplify complex financial concepts.
Robust customer orientation and relationship-building skills.
Proficiency in English.