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Mutual Fund Advisor

2 months ago

Katargam Surat Gujarat, India Radeon enterprise Full time

**Key Responsibilities**:

- **Mutual Fund Advisory**:

- Understand client needs and provide tailored mutual fund investment recommendations.
- Stay updated with market trends to provide accurate and strategic investment advice.
- Assist clients in completing necessary documentation for investments.
- Regularly review and manage client portfolios to ensure optimal performance.
- **Banking Assistance**:

- Handle basic banking tasks as required, such as deposits, withdrawals, and liaising with bank officials.
- Support in managing financial paperwork related to client investments and banking.
- **Field Work**:

- Visit clients for consultations and presentations when necessary.
- Assist in conducting on-site surveys or collecting client information.
- Ensure timely submission of documents or payments to relevant financial institutions.

Pay: From ₹18,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

**Language**:

- English (preferred)
- Hindi (preferred)
- Gujarati (preferred)

Work Location: In person

**Speak with the employer**
+91 8160014859