Job Description

Job Title:

Mutual Fund Advisor (sales)

Job Type:

Full-time, Onsite

Work Days:

Monday to Saturday

Location:

In person (Lucknow)

Salary:

?15,000 - ?20,000 per month

Contact:

agrawalcorporatehr@gmail.com | +91 9598152304

Benefits:

Provident Fund

Key Responsibilities

Operate

mutual fund panels

and process applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) via

NSE/BSE/MINT/CAMS/KFintech/MFU

. Assist clients with

investment planning

, KYC updates, and portfolio management. Scan, upload forms, and resolve client queries through

calls, emails, or walk-ins

. Handle

bulk transactions

and ensure completion before cut-off times. Provide excellent client service and maintain strong communication for

SIP schemes and portfolio guidance

. Study and analyze

fund histories

to offer investment insights and recommendations. Stay updated on

capital market concepts, procedures, and regulatory frameworks

. Maintain accurate records using

MS Office

, especially Excel. Acquire new client relationships and

retain existing clients

by delivering high service standards.
Requirements

Minimum 1 year

of experience in mutual fund processing and client service (preferred). Strong

communication and interpersonal skills

. Proficiency in

MS Office

, especially Excel. Ability to handle queries across multiple channels (

email, phone, in-person

). Good understanding of

capital markets

and regulatory compliance.
Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person