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Company Description
Longview Research & Advisory is a trusted name in management and transaction advisory, known for its expertise in IPOs, private equity, and corporate finance. The company provides strategic insights and solutions to its clients, helping them navigate complex financial landscapes. Committed to excellence, Longview Research & Advisory supports businesses in achieving their long-term goals with tailored expertise. Our team focuses on delivering impactful results through innovation and efficient execution.
Role Description
This is a full-time, on-site role for a Mutual Fund Distributor-Retail, located in Gurugram. The role involves distributing mutual fund products to retail clients, conducting client meetings, and developing personalized investment strategies. Day-to-day tasks include building and maintaining client relationships, performing market analysis, assessing client investment objectives, and ensuring compliance with regulatory practices. The individual will also engage in business development and foster a strong understanding of the mutual fund market.
Qualifications
- Strong understanding of Mutual Funds, Investment Strategies, and Financial Products
- Skills in Client Relationship Management, Business Development, and Customer Service
- Ability to assess market trends, perform financial analysis, and recommend investment solutions
- Effective communication and presentation skills for engaging with clients
- Proficiency in Microsoft Office Suite and financial analysis tools
- Ability to work independently and as part of a team in a dynamic, on-site work environment
- Relevant certifications (e.g., AMFI/NISM) are a plus
- Master's degree in Finance, Business Administration, or a related field
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