We are looking for a Mutual Fund Investment Advisor to guide clients on SIP and lump sum investments, build client relationships, and support wealth creation. Candidate must have NISM V-A / AMFI certification and basic knowledge of mutual funds and financial markets. Experience in mutual fund distribution or wealth advisory will be preferred.
Key Responsibilities
- Advise clients on mutual fund investments based on their financial goals and risk profile.
- Promote SIP, lump sum investments, and portfolio diversification strategies.
- Acquire new clients and maintain strong relationships with existing investors.
- Monitor client portfolios and provide periodic review and rebalancing recommendations.
- Explain market trends, fund performance, and investment opportunities to clients.
- Ensure compliance with AMFI, SEBI, and regulatory guidelines.
- Coordinate with operations teams for smooth transaction processing.
Job Types: Full-time, Permanent
Pay: ₹250,000.00 - ₹500,000.00 per year
Benefits:
- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Provident Fund
Work Location: In person
