Avp - Advisory Service Experience

3 days ago

Chennai Tamil Nadu, India Shree Mutual Fund Services PVT LTD Full time

**Job Role**
- As an AVP - Advisory Services, your role will be to provide advice and guidance on a range of financial products and services. You will assist clients with their financial planning, helping them to make informed decisions regarding investments, insurance, loans, and other financial instruments.

**Responsibilities**:

- Assist clients in understanding their financial goals and recommending appropriate financial products. Provide guidance on mutual funds, insurance policies, loans, and overall financial planning.
- Stay up-to-date with market updates & SEBI regulations to ensure all advisory activities are compliant. Maintain accurate records of client communications and financial recommendations.
- Manage incoming calls and client inquiries professionally.
- Provide advisory services in line with SEBI regulations (after passing the NISM 10A & 10B exams).

**Benefits**
- Coaching and mentorship for NISM exams.
- Monthly stipend during exam preparation.
- Full-time employment with increased remuneration after certification.
- Work in a dynamic and growing financial marketplace.

**Required**:

- 5+ years in financial advisory or related fields
- Good communication with any Financial Advisory related work experience
- Good in analyzing market standards and assisting client

**Job Types**: Full-time, Permanent

Pay: Up to ₹1,500,000.00 per year

Schedule:

- Day shift
- Fixed shift
- Monday to Friday
- Morning shift

Work Location: In person

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