Partner - Mutual Fund Distributor

2 weeks ago

Agra, India VALUETE Full time

Role DescriptionThis is a part-time remote role for a Partner - Mutual Fund Distributor. The Partner will be responsible for managing client relationships, assisting clients in investments, researching market opportunities, maintaining records of transactions, and keeping up-to-date with market trends. The role also requires providing clients with investment advice to align with their financial goals and ensuring compliance with relevant policies and regulations. Introducing a Secure High-Yield Lending OpportunityAn exclusive lending product designed to deliver 12–16% annual returns with robust downside protection through asset-backed structures.Risk Management & SecurityOvercollateralized Lending: Capital is always protected by collateral worth 2x the loan.Multisig Custody: Collateral is secured in multi-signature wallets, ensuring absolute safety of pledged assets with lenders as part of shared custodyLegal Safeguards: Structured via an LLP with arbitration clauses, making agreements enforceable under Indian contract law.Here's a product video https://www.youtube.com/watch?v=A9reLUtTIco ( must watch before hitting apply )What we offer: Salary + Competitive commissions Location Preference: RemoteEmployment Type: Part-timeQualificationsExperience with mutual fund distribution, investment advisory, and financial product knowledgeProficiency in understanding market trends, conducting research, and identifying investment opportunitiesAbility to build and maintain strong client relationships and offer personalized investment solutionsExcellent organizational and time-management skills for managing client portfolios and recordsEffective communication and presentation skills to convey financial plans and strategiesRelevant certifications such as AMFI/NISM certification, or a willingness to obtain them, is an advantagePrior experience in financial services, wealth management, or a related domain is preferred

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