Senior Mutual Fund Advisor @ Elora Solutions

Job Description

Senior Mutual Fund Advisor

Job description

Position: Senior Mutual Fund Advisor

Job Summary: As a mutual fund advisor, you will be a key contributor to our company's growth by identifying and acquiring new clients while maintaining strong relationships with existing clients. Your primary responsibility will be to promote our diverse range of investment products and services, understand clients' financial needs, and provide tailored investment solutions to help them achieve their financial objectives.

Responsibilities:

1. Identify and prospect potential clients through various channels, including cold calling, networking, and referrals.
2. Conduct thorough research on market trends, and client needs to identify business development opportunities.
3. Present and explain our range of investment products and services to clients, highlighting their benefits and suitability based on their financial goals.
4. Build and maintain strong relationships with existing clients to ensure client retention and satisfaction.
5. Provide exceptional customer service by addressing client inquiries, resolving concerns, and offering post-sales support.
6. Deliver persuasive sales presentations, product demonstrations, and proposals to potential clients.
7. Maintain accurate and up-to-date records of sales activities, client interactions, and opportunities in the CRM system.
8. Stay up-to-date with industry trends, market conditions, and regulatory changes that may impact investment products.

Requirements:

1. Minimum of two years of relevant work experience in business development or sales within the financial services industry, preferably in investment products or wealth management.
2. Proven track record of meeting and exceeding sales targets and achieving business objectives.
3. Strong understanding of investment products, investment strategies, and financial markets.
4. Ability to work independently as well as collaboratively within a team-oriented environment.

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Keyskills:   business calling development networking cold sales presentations product demonstrations