Mutual Fund Advisor

7 days ago

Lucknow Uttar Pradesh, India Skillgenic Full time

**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 long-term relationships with clients through regular follow-ups and portfolio reviews.
- Stay updated with the latest mutual fund products, industry trends, and regulatory changes.
- Assist clients with mutual fund transactions (purchase, switch, redemption, SIP setup, etc.).
- Handle client queries and provide end-to-end support.
- Achieve monthly sales and advisory targets.

**Requirements**:

- Prior **experience in mutual fund advisory or financial services** is required.
- Strong understanding of mutual fund types, NAV, risk profiles, and return calculations.
- Certification such as **NISM-Series V-A (Mutual Fund Distributors)** is preferred.
- Excellent communication and interpersonal skills.
- Ability to build trust and maintain long-term client relationships.
- Basic knowledge of financial planning concepts and investment platforms.

Pay: ₹18,000.00 - ₹20,000.00 per month

Schedule:

- Morning shift

Work Location: In person

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