Mutual Fund Investment Expert
3 weeks ago
Job Title: Mutual Fund Investment Expert
About UsOngoleBulls Invest Pvt Ltd is a dynamic and fast-growing financial services company seeking a certified Mutual Fund Distributor to join our team.
Compensation PackageWe offer a competitive salary with attractive commission and incentive structure, making this role an excellent opportunity for certified professionals looking to grow their careers in the financial services industry.
Job DescriptionAs a Mutual Fund Investment Expert, you will be responsible for:
- Client Acquisition: Identifying and onboarding prospective clients for mutual fund investments, developing and maintaining a portfolio of clients through referrals, cold calls, and networking.
- Advisory Services: Assessing clients' financial goals, risk tolerance, and investment preferences, recommending suitable mutual fund schemes based on clients' profiles and market trends, educating clients on the benefits of SIPs (Systematic Investment Plans) and other mutual fund options.
- Relationship Management: Building and nurturing long-term relationships with clients by providing personalized services, conducting regular reviews of clients' investment portfolios and suggesting necessary adjustments, acting as the primary point of contact for client queries and concerns.
To succeed in this role, you must have:
- Certification: Must have cleared the NISM Series V-A: Mutual Fund Distributors Certification Exam.
- Education: Minimum Bachelor's Degree in Finance, Commerce, Economics, or a related field (preferred).
- Experience: 1–3 years in mutual fund distribution, financial advisory, or related roles (preferred but not mandatory for freshers with certification).
- Skills: Strong communication and interpersonal skills, analytical mindset with the ability to interpret financial data, proficiency in using CRM software and financial tools, client-first attitude with a focus on delivering high-quality service, regulatory knowledge: Familiarity with SEBI and AMFI regulations.
You will enjoy:
- Competitive compensation package.
- Continuous training and development opportunities to grow your career.
- Collaborative work environment with a focus on innovation and growth.
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