Senior Mutual Fund Distributor
Senior Mutual Fund Distributor
Senior Mutual Fund Distributor
About Us:
Comfort Securities Ltd is a growing mutual fund distributor firm dedicated to providing
comprehensive financial solutions to our clients. We aim to help our clients achieve their financial
goals through expert advice and personalized investment strategies. We are seeking a highly skilled
and motivated individual to join our team as a Senior Mutual Fund Distributor.
Job Description:
Position Overview:
We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge of
the mutual fund industry, experience in managing client portfolios, and the ambition to eventually
start their own broking firm. The ideal candidate will play a crucial role in building our firm,
managing client relationships, and contributing to our overall growth and success.
Key Responsibilities:
Client Management:
Manage client portfolios, ensuring optimal performance and alignment with their financial goals.
Conduct regular reviews and updates with clients regarding their investment portfolios.
Business Development:
Network with potential clients and industry professionals to promote the firm’s services.
Investment Advisory:
Analyze market trends and economic indicators to provide informed investment recommendations.
Stay updated on mutual fund products, investment strategies, and regulatory changes.
Conduct thorough research and due diligence on mutual fund options to ensure best-fit
recommendations for clients.
Firm Building:
Collaborate with the leadership team to develop and implement business strategies.
Regulatory Compliance:
Ensure all activities are compliant with regulatory requirements and industry standards.
Qualifications:
Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
are preferred.
Proven track record of managing client portfolios and providing investment advice.
Strong understanding of financial markets, investment strategies, and mutual fund products.
Entrepreneurial mind set with a desire to start and grow a broking firm.
Experience: 10 to 12 years
Website: www.comfortsecurities.co.in