Sales/Business Development Associate - Mutual Funds
About Us: Soul Finspire LLP is a leading provider of comprehensive wealth management services, dedicated to helping high-net-worth individuals and families achieve their financial goals. We pride ourselves on delivering personalized, strategic financial advice through a client-focused approach.
Job Title: Equity/Mutual Fund Business Development Associate
Location: Ahmedabad, Gujarat, India
Job Summary: We are seeking a dynamic and results-driven Business Development Associates to join our team. This individual will play a pivotal role in expanding our client base, developing strategic partnerships, and driving revenue growth.
Responsibilities:
- Identifying and acquiring new clients
- Providing expert advice on equity/mutual fund investments and insurance products
- Assisting clients in creating and managing their investment portfolios
- Building and maintaining strong client relationships
- Staying updated with industry trends and market developments to enhance sales strategies.
- Collaborating with the team to achieve business goals and contributing to overall business growth.
Required Skills and Qualifications:
- Bachelor's degree in Finance, Economics, or a related field
- Proven experience in mutual fund distribution or financial advisory
- Minimum 2-3 year domain experience required
- Strong knowledge of mutual funds and investment products
- Excellent communication and interpersonal skills
- Ability to analyze market trends and make informed recommendations
- Client-centric approach with a focus on building long-term relationships
- Proficiency in using financial software and online platforms
Benefits:
- Competitive salary and performance-based incentives (salary as per industry standards)
- Opportunities for professional growth and development
- Access to a wide range of investment products and resources
- Collaborative and supportive work environment
How to Apply:
If you are passionate about the equity market and have the skills to excel in this role, we would love to hear from you. Please send your resume to [HIDDEN TEXT]
- Join Soul Finspire and be a part of a team dedicated to making investment experiences seamless and rewarding for our clients
Skills Required
online platforms , Financial Advisory, Financial Software, investment products