Roles and Responsibility
- Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
- Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
- Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
- Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
- Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
- Identify new business opportunities through networking, referrals, and other channels.
Job Requirements
Strong knowledge of mutual funds products, including their features, risks, and benefits.Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds.Ability to analyze complex financial data and provide insightful recommendations.Proficiency in using technology-based tools for managing client portfolios and transactions.Strong problem-solving skills to resolve client complaints and concerns effectively.Experience working in a fast-paced environment with multiple priorities and deadlines.Skills Required
Analytical, Financial Products, Customer Service