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Mutual Fund specialist Mumbai

0.00 to 5.00 Years   Mumbai City   20 Jun, 2019
Job LocationMumbai City
EducationNot Mentioned
Salary< Rs 50,000 - 2.0 Lakh/Yr
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

Dear Candidate ,Greeting for the Day!We are looking for Mutual Fund specialist at Mumbai with Leading Broking FirmProfile :-Mutual Fund specialistLocation :- VikhroliSalary :- As per Industry NormsExperience :- Min 1+yrsQualification :- Graduate (NISM V Compulsory)Gender :- Male FemaleAREA OF RESPONSIBILITY:As a Mutual Fund Specialist, your primary responsibility is to grow the mutual fund business withincompaniesbycross- selling to the existing customer base ofcompaniesas well as acquiring new customers for the organizationthrough referrals. The role will report in to a Team Leader in most cases who will in turn report in to the RegionalHead for Investment Solutions.MAIN RESPONSIBILITIES:The MF Specialist Channel is responsible for about 10% of the lumpsum target of mutual fund business and about20% of systematic investment plan (SIP) target.The main responsibility of this channel is to grow mutual fundbusiness by cross-selling to existing clients ofCompanieseither through face to face situations or throughtelephonic conversations or both. Having said that, there is a clear preference for the role to be focussing on salesvia phone.TO GUARANTEE:-Responsible for growing net assets of mutual funds-Responsible for increasing systematic investment plan (SIP) clients as well as SIP bookPERSONAL SKILLS:Excellent interpersonal skills and teamworkHighly self motivatedWillingness to learn and adaptRegards,Dolly SatraIntact Search9930372633dolly.Intactsearch@gmail.com

Keyskills :
utual fund advisorequity brokingmutual funds salesnismequity salesequity tradingstock brokingwealth managementmutual fundsshare brokingmutual fund sales

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