Mutual Fund Distributor

5 days ago

Gurugram Haryana, India Lets Invest Wisely Full time

Company Overview:
Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning.

Job Summary:
Job Responsibilities:
Client Service:

- Help us distribute mutual funds, provide exceptional client service by addressing client inquiries and issues promptly and professionally.
- Act as a trusted mutual fund distributor to clients, understanding their investment objectives and providing suitable recommendations.
- Develop personalized investment strategies for clients.
- Manage client reporting and communication, ensuring accurate and timely delivery of information.

Qualifications and Skills:

- NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified
- Bachelor's degree in Finance, Business Administration, or a related field.
- Proven experience in operations management within the financial services industry(preferred though not necessary).

Pay: ₹20,000.00 - ₹25,000.00 per month

Compensation Package:

- Performance bonus

Schedule:

- Day shift

Work Location: In person

Expected Start Date: 15/07/2025

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