Mutual Fund Advisor

4 days ago

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

**Job Description: Mutual Fund Executive**

**Roles and Responsibilities**:

- Should be proficient in operating mutual fund panels.
- Assist clients in making informed investment decisions and planning.
- Update KYC details and assist clients with any mutual fund-related inquiries.
- Handle bulk transaction requests and ensure processing before cut-off times.
- Maintain a strong communication channel with clients and assist with SIP schemes and portfolio management.
- Demonstrate familiarity with capital market concepts, procedures, and regulatory frameworks.
- Maintain a working knowledge of MS Office, particularly Excel.
- Responsible for acquiring new client relationships and managing/retaining them by delivering the highest standards of service.
- Study and analyze fund histories to offer insights and recommendations to clients.

**Requirements**:

- Strong communication skills.
- Proficiency in MS Office, especially Excel.
- Experience in mutual fund processing and client service.

**Job Details**:

- **Job Type**: Full-time, Onsite
- **Work Days**: Monday to Saturday
- **Pay**: ₹15,000.00 - ₹20,000.00 per month
- **Location**: In person

**Benefits**:

- Provident Fund

**Schedule**:

- Day shift

**Experience**:

- Total work experience: 1 year (preferred)

For any further inquiries, feel free to contact us.

Work Location: In person

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