Chetan Shah
Website:
masterschetan.com
Job details:
Company Description
masterSchetan, founded by financial expert Chetan Shah with 30 years of experience, serves as a comprehensive platform for personalized financial solutions. Located in Mumbai, we support over 5,000 clients with services like Mutual Funds, PMS, AIF, direct equity, insurance, and fixed deposits. Our partnerships with top-performing fund managers and leading asset management firms provide clients with high-quality investment opportunities. With a focus on simplicity and long-term financial security, masterSchetan ensures exceptional customer service, boasting a 90%+ claim settlement rate and hassle-free processes, including NRI onboarding. We are dedicated to helping clients achieve lasting financial success.
Role Description
This is a full-time, on-site role for a Mutual Fund Representative based in Mumbai. The Mutual Fund Representative will build and maintain strong relationships with clients, provide personalized mutual fund recommendations, assist with investment portfolio management, and ensure high-quality customer service. They will also analyze client needs, assess market opportunities, and collaborate with the extended team to design custom financial strategies.
Qualifications
- Proficiency in Investments, Finance, and Mutual Funds, with a deep understanding of financial markets.
- Experience in Mutual fund Portfolio Management and creating customized investment strategies based on client goals.
- Strong Customer Service skills with excellent communication abilities to build and maintain client relationships.
- Attention to detail, analytical thinking, and a results-driven mindset.
- Relevant professional certifications or a degree in Finance, Economics, or a related field is a plus.
- Prior experience in the mutual funds or financial services industry is highly desirable.
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