Finance Square | Mutual Fund Specialist | pune

2 weeks ago


pune, India Finance Square Full time

Company Description


Founded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments.


Role Description


This is a full-time on-site role for a Mutual Fund Specialist at Finance Square in Pune City (Work from Office compulsory). As a Mutual Fund Specialist, you will be responsible for managing mutual fund portfolios by communicating the same to the clients on the Phone and WhatsApp, ability to independently service the clients by solving their specific problems, and placing trade orders of the clients on the wealth management software.


Qualifications


  • Knowledge and experience in Mutual Funds
  • Excellent Communication skills
  • Bachelor’s degree in Finance, Economics, Business, or related field (Fresher's can apply too)
  • Professional certifications of NISM, CFA or CFP are a plus point.


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