Mutual Fund Investment Advisor

Key Skills

Mutual Fund Investment Advisor Finance Advisor Customer Relationship

Job Description

To identify investors for mutual fund and alternate investment products by prospecting through various initiatives and client acquisition strategies

To service existing investors by meeting, sending regular market & portfolio updates etc.

Educate existing and new clients regarding the range of applicable investment options available to them.

Follow through on the investment actions approved by clients.

Maintain an up-to-date knowledge of investment products.

Managing and updating client portfolios.

Maintain the existing relationships and leading in the development of new client relationships.

To identify HNI customers for selling various alternate investment products. (Angel investing, Invoice Discounting, Lease Finance etc.)

Tie up and co-ordinate with product providers for investment deal closure.
  • Experience

    0 - 2 Years

  • No. of Openings

    1

  • Education

    B.Com

  • Role

    Mutual Fund Investment Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    Male

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Realm Investment Networks

Realm Advisory Services LLP, headed by Atul Javeri, is a first generation entrepreneurial venture born out of passion for Real Estate.
Read More...
Similar Jobs
Apply Now

Register to Get Relevant Jobs

Get Noticed By Top Recruiters

Become a Premium Job Seeker

  • Higher Boosting
  • Resume Highlighter
  • Verified Stamp
  • Resume Exposure

499/- for 3 months

Pay Now

Similar Jobs

Equity Research Analyst For Registered RA Firm(partner)

Research Analyst Firm

  • Location Mumbai
  • Experience 5 - 7 yrs
Financial ServicesResearch AnalystInvestment AdvisorStock MarketEquity Research

Client Service Associate

Big Bee Consultant

  • Experience 1 - 3 yrs
  • Salary 6.0 Lac/Yr
Mutual Funds SalesInvestment AdvisorPortfolio ManagerFinancial Planner

Financial Advisor

Money Honey Financial Services

  • Location Goregaon West Mumbai Suburban
  • Experience 0 - 1 yrs
  • Salary 3.0 Lac/Yr
Finance AdvisorInvestment Advisor

Hiring For Client Financial Manager

Dezerv Investments

  • Experience 2 - 8 yrs
Sales ManagerFinance ManagerInvestment AdvisorInvestmentInvestment AnalystInvestment Banking AnalystB2C SalesHNI Relationship ManagerHNI SalesHNI AcquisitionWalk in

Investment Advisor

Money Honey Financial Service Pvt Ltd

  • Location Mumbai
  • Experience 0 - 1 yrs
  • Salary 3.5 Lac/Yr
Private BankingFinanceHNI AcquisitionInvestment Advisor

Financial Advisor

Money Honey Financial Services

  • Location Goregaon West Mumbai Suburban
  • Experience 0 - 1 yrs
  • Salary 3.0 Lac/Yr
Finance AdvisorInvestment Advisor

Financial Advisor

Money Honey Financial Services Pvt Ltd

  • Location Goregaon West Mumbai Suburban
  • Experience 0 - 6 yrs
Communication AdvisorCommunication SkillsCustomer Care RepresentativeCustomer Support RepresentativeKPOBPO TelecallerBPO FresherBPOFinancial Advisor

Investment Advisor

money honey financial service pvt ltd

  • Location Mumbai
  • Experience 0 - 2 yrs
  • Salary 3.0 Lac/Yr
FinanceInvestment AdvisorInvestment Planner

Investment Advisor

Money Honey Financial Services Pvt Ltd.

  • Location Mumbai
  • Experience 0 - 1 yrs
  • Salary 2.3 Lac/Yr
Finance AdvisorInvestment Advisor

Wealth Manager

L.F.C. Securities

  • Location Ghatkopar Mumbai
  • Experience 1 - 2 yrs
  • Salary 3.0 Lac/Yr
Wealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryRelationship ManagementTreasury

Investment Advisor

As Freelancer

  • Location Mumbai
  • Experience 0 - 2 yrs
Investment AdvisorFinance Consultant

Investment Specialist

Money Honey Financial services Pvt. Ltd

  • Location Goregaon Mumbai
  • Experience 0 - 3 yrs
  • Salary 3.0 Lac/Yr
Investment AdvisorFinance AdvisorCommunication Skills

Investment Advisor

Money honey services pvt ltd

  • Location Mumbai
  • Experience 0 - 1 yrs
  • Salary 3.0 Lac/Yr
Finance

Wealth Manager

Bajaj capital

  • Experience 1 - 7 yrs
  • Salary 6.0 Lac/Yr
Wealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryRelationship ManagementMutual FundsHNI Sales

Relationship Manager

Bajaj Capital

  • Experience 2 - 8 yrs
  • Salary 6.0 Lac/Yr
Corporate BankingWealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryClient Relationship Management

Related Job Openings

We use cookies to improve your experience. By continuing to browse the site, you agree to our Privacy Policy Terms & Conditions [Seeker]

Got it