Mutual Fund Representative
Published date: 2026/11/07
- Location: Jaipur, Rajasthan, India
Responsible for acquiring Preferred clients (Retail and HNI)
To maintain client relationships and generate AUM
To advise clients on their investments and managing their overall financial portfolio
To coordinate with product and research team for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
To achieve budgeted targets in terms of number of clients / volumes of business & assets.
To research investigate and update themselves on available investment
To review client's investment and indicate a need for portfolio reassessment
To maintain client relationships and generate AUM
To advise clients on their investments and managing their overall financial portfolio
To coordinate with product and research team for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
To achieve budgeted targets in terms of number of clients / volumes of business & assets.
To research investigate and update themselves on available investment
To review client's investment and indicate a need for portfolio reassessment
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