Investment Coach – MF Job Vacancy in FundsIndia Chennai, Tamil Nadu – Latest Jobs in Chennai, Tamil Nadu
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Company Name : FundsIndia
Location : Chennai, Tamil Nadu
Position : Investment Coach – MF
Job Description : Designation: Investment Coach – MF
Role: Financial Advisor – Mutual Funds
Location: Chennai
CTC: Best in Market
Job Description
The Financial Advisor/Investment Consultant will provide investment advice to clients
across the country and help the clients act upon the advice using the FundsIndia.com
platform. Advice will be mostly on Mutual fund portfolios, investment choices, goal
planning, rebalancing, portfolio review, and financial planning. The investment consultant
will be paid a competitive salary and will be incentivized as well.
Responsibilities
Understand client’s needs and advice based on financial objectives.
Help clients execute plans using the FundsIndia platform.
Build and maintain client base, keeping current client plans up-to-date.
Maintain constant engagement with clients to optimize investment opportunities.
Preparing goal-oriented financial plans for clients.
Conduct portfolio reviews.
Respond to Adhoc investment-related queries from clients.
Nurture client base to optimize asset potential.
Eligibility:
Candidate should possess good communications and Analytical skillsFluency in Hindi is an added advantage.NISM VA certification Preferred.
Contact Person: Shruthi HR
Email ID: shruthi@fundsindia.com
This post is listed Under  Chennai jobs
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