Mutual Fund Advisor

**Job Title**: Mutual Fund Advisor **Experience Required**: Experience in Mutual Fund Advisory **Location**: Indore **Job Type**: Full-Time **Key Responsibilities**: - Understand client needs and provide personalized mutual fund investment advice. - Recommend suitable mutual fund schemes based on market trends, client profiles, and objectives. - Maintain...

Job Title: Mutual Fund AdvisorRoles & Responsibilities:Provide investment advice and financial planning solutions to clients based on their risk appetite, goals, and market trends.Guide clients in selecting suitable mutual fund schemes, asset allocation, and portfolio diversification.Conduct regular portfolio reviews and recommend changes to optimize...

**Job Title**: Mutual Fund Advisor (sales) **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...

Seeking a Mutual Fund Advisor to drive sales, guide clients on investment options, achieve targets, and ensure compliance. Build strong client relationships and deliver tailored financial solutions for growth.

**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...

**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...

**Job description** **Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts,...

**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...

**Role Description** This is a full-time on-site role for a Financial Advisor/sales role located in Noida. The Financial Advisor will be responsible for providing financial planning services**, Mutual Funds advisory**, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely...

1.. Client Acquisition through leads and own source 2. Understanding the client’s financial goals and needs 3. Recommend products according hi/her needs and risk profile 4. Check client’s financial goals regularly and also suggest any changes if required. 5. Help clients to achieve his/her financial freedom. **Job Types**: Full-time, Permanent Pay:...