The Hird - USA
Website:
thehird.com
Job details:
Experience: 7yrs to 12 yrs
Location: South Mumbai, Delhi, Bangalore
Skills: PMS, AIF, MF, Money management, having experience with MFD/IFA
Roles & Responsibilities
Promote and distribute Mutual Fund products to retail, HNI, and corporate clients.
Understand clients' financial goals and recommend suitable investment solutions.
Generate new business through referrals, networking, and client acquisition.
Build and maintain long-term client relationships.
Monitor investment portfolios and provide periodic reviews.
Ensure compliance with SEBI and AMFI guidelines.
Coordinate with Asset Management Companies (AMCs) for product updates and support.
Achieve sales, revenue, and AUM growth targets.
Prepare investment reports and portfolio reviews.
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