Mutual Fund Advisor

**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...

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.

**Overview** We are seeking a dedicated Mutual Fund Advisor to join our team. As a Mutual Fund Advisor, you will be responsible for providing financial advice and guidance to clients regarding mutual funds and other investment opportunities. **Duties** - Conduct in-depth financial assessments for clients to understand their investment goals and risk...

**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...

**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 Types**: Full-time, Permanent, Fresher Pay: ₹25,000.00 - ₹30,000.00 per month Schedule: - Day shift Application Question(s): - Knowledge on Mutual Fund ? **Experience**: - total work: 1 year (preferred) - Mutual Fund: 1 year (preferred) Work Location: In person **Speak with the employer** +91 8637085596

**Roles and Responsibilities-** - Helping Investor in investing in Mutual Fund Schemes - One should be familiar with working on the mutual fund panel to operate it - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption - Maintain Portfolio of Clients,connect with them related to SIP...

**Job Title**: Mutual Fund Dealer **Experience**: 1 to 5 years **Location**: Indore **Salary**: Depending on interview assessment **Contact Person**: Ashish Mishra **Contact Number (WhatsApp)**: 8108461922 **Company Name**: Arihant Capital Markets Limited **Job Description (JD)**: We are currently seeking experienced Mutual Fund Dealers to join our team at...

Service related to mutual funds and co ordinate with various stake holders like amfi, fund houses and clients. **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹35,000.00 per month Schedule: - Day shift **Experience**: - total work: 2 years (preferred) - Mutual fund Industry: 2 years (preferred) Work Location: In person

Handling mutual funds sales and customer service.... **Job Types**: Full-time, Volunteer Pay: From ₹18,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Morning shift Supplemental Pay: - Performance bonus **Experience**: - mutual fund operations: 1 year (preferred)