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Mutual Fund Advisor

1.00 to 5.00 Years   Mumbai City   12 Dec, 2024
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 2.0 - 3.5 Lakh/Yr
IndustryIT Services & Consulting
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    About Us Quantsapp already has a large user base of 1.8 millionHNITraders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offeringQuant Analytics in Mutual Funds. With machine taking over investing activities globally, we are the first movers in this domain with a backing of highly qualified & experienced Quant Analysts.Our core team has over 20 years of experience in Stock Markets in major roles and have managed 1000s of croreof AUM.About the roleWe are actively seeking enthusiastic go-getterto join the business team at Quantsapp. In this role, you will be responsible for acquiring, developing and retaining client relationships across India.You will engage with our application users and facilitate a comprehensive understanding of Quantsapp Wealths quant tool offering for investing in Mutual Funds.What you will work on: Mutual Fund Sales
    • You engage with potential and existing clients digitally and in person if needed and help them with Portfolio re-balance or creation using our Quant Tools
    • Relationship management with mapped clients for obtaining additional AUM
    • Have good knowledge of the overall markets and use those points in your conversations with clients
    • Help clients in their on-boardingprocess andoffer superior service by ensuringa quick turnaround time for all customer queries regarding their investment requirements
    • Be responsible for the delivery of sales targets monthly
    What We Expect:
    • Excellent communication skills
    • Fair understanding of mutual funds & other financial products
    • Achieve daily metrics
    • Relevant experience in financial sales, mutual fund sales preferred
    • Have the openness to change, embrace challenges, and continuously seek opportunities for
    growth and developmentInterested candidates can share their resume on hidden_email or contact on hidden_mobile

Keyskills :
mutual funds salesmutual fundsamcbrokinginvestment banking

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