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Mutual Fund Advisor

3 weeks ago

Lucknow, India Finowings Training Academy Pvt.Ltd Full time

**Role of mutual fund advisors**

**Educating the investor(s)**

The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial goals.

**Evaluating risk-taking capacity**

Advisors suggest the right investment strategy based on the risk appetite of the investor. For instance, equity funds are riskier than debt funds, and only some investors will prefer it. The advisor considers the long-term and short-term financial goals, investment tenure, age, expenses, family status and current financial responsibilities before devising an investment strategy.

**Analyzing investment options**

Once the client’s goals and requirements are in place, the fund advisor completes a thorough analysis of market conditions. Then they recommend equities, debt funds or money market instruments accordingly. Advisors also stay up-to-date with the latest financial news and trends to ensure they offer relevant advice.

**Devising the right investment strategy**

After analysing the possible investment options of the customer, the fund advisor plans a suitable investment strategy. This involves combining different investment options to diversify the portfolioto minimise risks and maximise returns. For instance, combining stocks with IRAs and bonds, etc. - The advisor might reassess strategy if the client’s goals change. The advisor, hence, keeps a close watch on the client’s portfolio and suggests modifications if needed.

**Helping investors diversify their portfolio**

Diversificationis a crucial aspect as it plays a major role in spreading the total risk over a broad investment range. Much research goes into tracking the best investment options across sectors and markets. Therefore, the mutual fund advisor plays a significant role in optimising portfolio and minimising risks.

**Record-keeping**

A critical aspect of a fund advisor job is to handle discreet financial details of the client. Hence, he maintains the records of services they provide - invoices, details of the services offered and any other transactions. This documentation is important during the audit of the firm by regulatory bodies.

**Roles of a Fund Advisor**
- Bridging the Gap Between Goals and Risk

A fund advisor will first evaluate the client’s current situation. Apart from financial data, they also assess their financial goals, risk-taking capability, financial responsibilities and personal preferences. Based on the analysis, a good fund advisor will educate the client on how to reach their goals and bridge this gap.
- Charting an Investment Plan

Based on the clients’ needs, the fund advisor will evaluate current market conditions and come up with an ideal investment portfolio for the client. They keep track of the latest financial news and trends. They advise their client on how to diversify their portfolio to minimise risk.
- Course Correction

Your fund advisor will keep track of the minute details of your finances. They have a record of your portfolio along with its composition, which they use to measure the performance of your portfolio to make sure that you are on the right path towards your financial goals and suggest any course correction measures if required.

its fulltime onsite
location - lucknow
contact me -9598152304

**Salary**: ₹8,000.00 - ₹30,000.00 per month

Ability to commute/relocate:

- Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9598152304