Mutual Fund Advisor

2 days ago

Lucknow Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

**Job Title**: Mutual Fund Executive

**Job Type**: Full-time, Onsite
**Work Days**: Monday to Saturday
**Location**: In person (Lucknow)
**Salary**: ₹15,000 - ₹20,000 per month

**Benefits**: Provident Fund

Key Responsibilities
- Assist clients with **investment planning**, KYC updates, and portfolio management.
- Handle **bulk transactions** and ensure completion before cut-off times.
- Provide excellent client service and maintain strong communication for **SIP schemes and portfolio guidance**.
- Study and analyze **fund histories** to offer investment insights and recommendations.
- Stay updated on **capital market concepts, procedures, and regulatory frameworks**.
- Maintain accurate records using **MS Office**, especially Excel.
- Acquire new client relationships and **retain existing clients** by delivering high service standards.

**Requirements**:

- **Minimum 1 year** of experience in mutual fund processing and client service (preferred).
- Strong **communication and interpersonal skills**.
- Proficiency in **MS Office**, especially Excel.
- Good understanding of **capital markets** and regulatory compliance.

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

**Speak with the employer**
+91 9598152304

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