Job Description

Job Title:

Mutual Fund Advisor

Experience Required:

Experience in Mutual Fund Advisory

Location:

Indore

Job Type:

Full-Time

:

We are looking for an experienced and knowledgeable

Mutual Fund Advisor

to join our growing financial advisory team. The ideal candidate should have a deep understanding of mutual funds and be capable of guiding clients in making informed investment decisions based on their financial goals and risk appetite.

Key Responsibilities:

Understand client needs and provide personalized mutual fund investment advice. Recommend suitable mutual fund schemes based on market trends, client profiles, and objectives. Maintain long-term relationships with clients through regular follow-ups and portfolio reviews. Stay updated with the latest mutual fund products, industry trends, and regulatory changes. Assist clients with mutual fund transactions (purchase, switch, redemption, SIP setup, etc.). Handle client queries and provide end-to-end support. Achieve monthly sales and advisory targets.

Requirements:

Prior

experience in mutual fund advisory or financial services

is required. Strong understanding of mutual fund types, NAV, risk profiles, and return calculations. Certification such as

NISM-Series V-A (Mutual Fund Distributors)

is preferred. Excellent communication and interpersonal skills. Ability to build trust and maintain long-term client relationships. Basic knowledge of financial planning concepts and investment platforms.
Job Type: Full-time

Pay: ?18,000.00 - ?20,000.00 per month

Schedule:

Morning shift
Work Location: In person