Investment Planner | Mutual Fund

Work Level: Individual

Core: Communication Skills

Leadership: Influencing

Role: Mutual Fund Sales

Industry Type: Asset ManagementFinancial Services

Function: Relationship Manager

Key Skills: Mutualfund sales, Mutual Fund Advisor, Nism, PMS, AIF, Portfolio Handling, Ultra HNI, HNI

Education: PG/ Master

Experience: 4-8 years

Note: This is a requirement for one of the Workassist Hiring Partner

Primary Responsibilty:

As an Investment Planner you will be responsible for developing and managing relationships with UHNI clients, providing them with comprehensive financial advisory and investment solutions tailored to their individual needs and objectives. This role requires a deep understanding of financial markets, investment products, and exceptional interpersonal skills to effectively engage and retain affluent clients.
• Build and nurture relationships with affluent clients through regular communication and personalized service.
• Understand clients' financial goals, risk appetite, and investment preferences to provide suitable recommendations.
• Conduct periodic reviews of clients' portfolios and adjust investment strategies as necessary.
• Serve as the primary point of contact for all client inquiries and concerns, ensuring timely and satisfactory resolution.
• Provide comprehensive financial advisory services to affluent clients, including wealth management, retirement planning, and estate planning.
• Analyze clients' financial situations and develop customized investment strategies to help them achieve their long-term objectives.
• Stay updated on market trends, economic developments, and regulatory changes to offer informed investment advice.
• Identify new business opportunities and generate leads through networking, referrals, and other channels.
• Meet or exceed sales targets by effectively promoting company's products and services to affluent clients.
• Collaborate with internal teams to develop marketing strategies and initiatives aimed at attracting and retaining affluent clients.
• Ensure compliance with regulatory requirements and internal policies in all client interactions and transactions.
• Conduct due diligence on investment products and assess their suitability for affluent clients.
• Mitigate risks associated with client portfolios by implementing appropriate risk management strategies.

Company Description:

Workassist is an online recruitment and employment solution. We provide a platform that connects job seekers with relevant job opportunities across various industries through e-recruitment technology. Our focus is on delivering the best talent to employers and the best opportunities to job seekers, ensuring a seamless experience for all parties involved.

Workassist collaborates with recruiters from sectors like Banking & Finance, Consulting, Sales & Marketing, Healthcare, IT, Operations, and Legal to facilitate the recruitment of emerging talents worldwide.

For more information and a seamless job search experience, visit: https://bit.ly/3ztaKSi

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today.