Mutual Fund Advisor

4 months ago

Ganeshpeth Colony Nagpur Maharashtra, India Sath Outsourcing Service pvt. Ltd. Full time

**Position Overview**: The Mutual Fund Advisor is responsible for providing clients with expert advice and guidance on mutual fund investments, helping them build diversified portfolios that align with their financial goals. This role involves assessing client needs, recommending suitable mutual funds, and keeping clients informed about market trends and fund performance. The Mutual Fund Advisor plays a key role in fostering long-term client relationships and achieving sales targets.

**Key Responsibilities**:

- **Client Assessment and Consultation**:

- Meet with clients to understand their financial objectives, risk tolerance, and investment preferences.
- Conduct detailed assessments to determine the most suitable mutual funds for each client.
- Provide personalized investment strategies that match clients' financial goals.
- **Mutual Fund Recommendations**:

- Recommend appropriate mutual funds based on client needs, market conditions, and fund performance.
- Explain the features, benefits, and risks of various mutual funds to clients.
- Regularly review and adjust client portfolios to ensure alignment with their objectives and market conditions.
- **Sales and Client Acquisition**:

- Identify and pursue new sales opportunities to grow the client base.
- Conduct presentations, seminars, and workshops to educate potential clients about mutual fund investments.
- Meet or exceed sales targets and contribute to the firm's overall growth.
- **Market Monitoring and Analysis**:

- Stay updated on market trends, economic indicators, and the performance of mutual funds.
- Analyze mutual fund reports and financial statements to provide informed recommendations.
- Keep clients informed about market developments and how they may affect their investments.
- **Compliance and Record Keeping**:

- Ensure all advisory activities comply with regulatory requirements and company policies.
- Maintain accurate records of client interactions, investment transactions, and portfolio performance.
- Prepare and submit necessary reports and documentation to management.

**Qualifications**:

- Bachelor’s degree in Finance, Economics, Business, or a related field. A Master’s degree or relevant certification (e.g., Certified Mutual Fund Specialist) is preferred.
- Proven experience as a Mutual Fund Advisor, Financial Advisor, or in a similar role within the financial services industry.
- Strong knowledge of mutual funds, financial markets, and investment strategies.
- Excellent communication, negotiation, and client relationship management skills.
- Ability to analyze financial data and provide sound investment advice.
- Proficiency in financial planning software and Microsoft Office Suite.
- Relevant licensing as required by local regulations (e.g., FINRA Series 6, 63).

**Working Conditions**:

- This position typically works in an office environment, with occasional travel to meet clients.
- Standard working hours apply, with flexibility needed to accommodate client schedules.
- The role may involve attending networking events, industry conferences, and client meetings.

**Career Path**:

- Opportunities for advancement may include roles such as Senior Mutual Fund Advisor, Wealth Manager, or Investment Manager, depending on experience and performance.

Contact : 8625863596 (Hr. Apurva)

**Job Types**: Full-time, Permanent

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Ability to commute/relocate:

- Ganeshpeth Colony, Nagpur, Maharashtra: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- total work: 1 year (preferred)
- Mutual Fund: 2 years (preferred)

Willingness to travel:

- 25% (preferred)

Work Location: In person

**Speak with the employer**
+91 8625863596

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