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Mutual Fund Specialist
1 week ago
Job Overview
The Mutual Fund Specialist will be responsible for providing expert advice on a range of mutual fund products to allocated markets.
Main Objectives- Fund Product Knowledge: Stay up-to-date with fund offerings and market trends to provide expert advice.
- Client Needs Assessment: Assess client needs and preferences to deliver tailored solutions.
- Market Research: Conduct market research to stay ahead of competitors and identify new opportunities.
- Sales Strategy: Develop and execute sales strategies to achieve targets.
- Marketing Activities: Participate in marketing activities to promote fund products.
- Process Improvement: Identify areas for process improvement and implement changes.
- Information Management: Manage accurate and up-to-date client information.