MF Distributer / Advisor - Mangalore (2-3 Yrs)

HDFC Bank
Applicants0
Posted7 days ago

Job Highlights

Experience2 - 3 Yrs
Salary11-11 LPA
LocationMangalore
Work ModelRemote
RoleMF Distributer / Advisor
Openings2
EmploymentFreelance
EducationB.B.A/ B.M.S

Required Skills

Mutual Fund DistributionFinancial AdvisoryClient Relationship ManagementSales and Target AchievementRegulatory ComplianceInvestment Product KnowledgeLegal Acumen (LLB)Communication SkillsAnalytical SkillsProblem-Solving

Job Description

Role Summary:
HDFC Bank is seeking a motivated and detail-oriented MF Distributer / Advisor with 2-3 years of experience to join our team in Mangalore. This role is crucial in expanding our mutual fund distribution network and providing expert advisory services to clients. The ideal candidate will leverage their legal acumen (LLB) to ensure compliance and build strong client relationships.

Key Responsibilities:
- Promote and distribute a range of mutual fund products to new and existing clients.
- Provide comprehensive financial advice and solutions tailored to client needs, ensuring compliance with all regulatory guidelines.
- Conduct client needs analysis and recommend suitable investment products.
- Build and maintain strong relationships with clients, addressing their queries and concerns promptly.
- Ensure adherence to all legal and regulatory requirements related to financial advisory and distribution, leveraging LLB knowledge.
- Track market trends and competitor activities to identify new opportunities.
- Meet or exceed sales targets for mutual fund distribution.
- Collaborate with internal teams to offer a holistic banking and investment experience to clients.

About HDFC Bank

HDFC Bank is one of India's leading private sector banks, established in 1994. It was promoted by Housing Development Finance Corporation (HDFC) Limited, one of India's most respected financial institutions. HDFC Bank offers a wide range of banking products and services to individuals and businesses, including retail, wholesale, and treasury banking. The bank is known for its customer-centric approach, technological innovation, and strong financial performance, making it a prominent player in the Indian banking landscape.

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