- Manage and monitor mutual fund portfolios based on clients’ financial goals and risk profiles.
- Advise clients on suitable mutual fund schemes, SIPs, and investment strategies.
- Generate new business through client acquisition, referrals, and relationship management.
- Track market trends and fund performance and provide timely investment recommendations.
- Ensure accurate documentation, transaction processing, and compliance with regulatory requirements.
Pay: ₹30,000.00 - ₹35,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Paid sick time
- Paid time off
Education:
Experience:
- Mutual Fund: 2 years (Preferred)
Work Location: In person
