Xpertvoice
Website:
xpertvoice.in
Job details:
Company Description
Xpertvoice Finnovation Pvt Ltd is a wealth management company headquartered in Raj Nagar, Ghaziabad, Uttar Pradesh, India. The organization specializes in offering comprehensive financial solutions tailored to meet the diverse needs of its clients. With a proven track record, Xpertvoice proudly serves over 1,000 families, helping them achieve their wealth management goals. The company is dedicated to fostering financial stability and growth for its valued clients.
Role Description
This is a full-time hybrid role for a Business Partner Equity (Mutual Fund and PMS) located in Ahmedabad, with the flexibility to work from home as needed. The role involves identifying and acquiring new clients, managing and building client relationships, and advising clients on their mutual fund and portfolio management strategies. The Business Partner will also ensure compliance with financial regulations, analyze market trends, and work to meet business growth objectives.
Qualifications
- Strong expertise in Mutual Fund Advisory and Portfolio Management Services (PMS)
- Ability to manage client relationships and provide personalized financial solutions
- Proficiency in tracking, analyzing, and interpreting capital market trends
- Sound knowledge of compliance requirements and financial regulations
- Strong communication, negotiation, and interpersonal skills
- Proficiency with financial tools and software
- Bachelor’s degree in Finance, Business Administration, or a related field; a relevant certification.
- Prior experience in financial advisory, wealth management, or investments is highly desirable
Click on Apply to know more.