VIC WEALTH IMF LLP
Website:
vicwealthimfllp.in
Job details:
Company Description VIC WEALTH IMF LLP is an investment consultancy focused on helping individuals, businesses, and institutions achieve their financial goals through responsible investment strategies and specialized guidance. The firm is driven by a strong commitment to integrity, transparency, and long-term client relationships. Its team provides data-driven market insights and personalized solutions tailored to each client’s risk profile, time horizon, and objectives. With expertise spanning wealth management, retirement planning, and corporate investment advisory, VIC WEALTH IMF LLP supports clients at every stage of their financial journey.
Role Description The Mutual Fund Representative will work full time on-site at the Rajarhat office, supporting clients with mutual fund investments and related financial products. Day-to-day responsibilities include meeting and onboarding clients, understanding their financial goals, and recommending suitable mutual fund schemes and investment plans. The role involves preparing and explaining portfolio proposals, processing transactions, and maintaining accurate records of client investments. The representative will monitor portfolio performance, follow up with clients regularly, and provide ongoing service and support. This position also requires staying updated on market trends, regulatory changes, and new mutual fund offerings, while collaborating with the internal team to ensure a high standard of customer experience and compliance.
Qualifications
- Candidates should possess strong knowledge in Investments, Mutual Funds, and Finance.
- Candidates should possess skills in Portfolio Management and basic risk assessment for client portfolios.
- Candidates should possess excellent Customer Service and client relationship management skills.
- Candidates should possess effective communication, presentation, and interpersonal skills.
- Candidates should possess proficiency in using MS Office and basic financial software or CRM tools.
- Relevant academic background in Finance, Commerce, Business, or a related field is preferred.
- Certifications related to mutual funds or investment advisory (e.g., AMFI or equivalent) are an advantage.
- Ability to work with integrity, adhere to regulatory guidelines, and maintain client confidentiality is essential.
Click on Apply to know more.