Mutual Fund Advisor

**Job Title**:Mutual Fund Advisor** **Roles & 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...

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 **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...

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 Distributor** **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 Title - Mutual Fund & Insurance Advisor** **Location - Noida, Sector-132** **Responsibilities**: - Manage and track client portfolios across **insurance and mutual fund products**, ensuring consistent performance and growth. - Address client queries and resolve issues related to **app usage, fund performance, and service support**. - Assist clients...

**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,...

**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 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...

**Job Title - Mutual Fund** **Location - Noida, Sector-132** **Responsibilities**: - Manage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance. - Handle client queries and resolve complaints related to app usage, fund performance, and service issues. - Assist clients with timely renewal of policies,...