2+ Mutual funds Jobs in Ahmedabad | Mutual funds Job openings in Ahmedabad

Key Responsibilities:

Manage and advise HNI/Affluent clients on investment opportunities.

Drive AUM growth and achieve acquisition targets.

Recommend investment products, including Mutual Funds, PMS, AIF, Bonds, Direct Equity, Structured Products, and Unlisted Shares.

Conduct periodic portfolio reviews and provide customized wealth solutions.

Build and maintain long-term client relationships.

Collaborate with branch teams to drive business growth.

Eligibility:

Post-graduate preferred.

2+ years of experience in Wealth Management, Investment Advisory, Private Banking, or HNI Relationship Management.

Strong knowledge of Mutual Funds, PMS, AIF, Equity Markets, and Wealth Products.

Excellent client acquisition and relationship management skills.

Graduate/Post Graduate/MBA with 1 year of experience from BFSI

Work Experience 1+ Years of Sales experience,

Preference to NISM Certified candidates with experience in new client acquisition

Critical Skills Required

Relationship Management

Influencing Skills

Technical - Product Knowledge

Presentation skills

Interpersonal skills 

Effective Communication 

Result oriented with proper adherence to compliance

Negotiation skills