Mutual Fund Advisor

2 weeks ago

Indore Madhya 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

  • Mutual Fund Advisor

    6 days ago

    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...

  • Mutual Fund Advisor

    4 days ago

    Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...

  • Mutual Fund Advisor

    19 hours ago

    Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...

  • Mutual Fund Advisor

    4 days ago

    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...

  • Mutual Fund Advisor

    4 days ago

    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...

  • Mutual Fund Advisor

    6 days ago

    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...

  • Mutual Fund Advisor

    2 weeks ago

    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...

  • Mutual Fund Advisor

    2 weeks ago

    Sector- Noida, Noida, Uttar Pradesh, India Indovietnam DMC Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Investcraft is looking for Equity & Mutual Funds consultants for Noida location.Candidates having basic understanding of Stock Markets , Mutual Funds sales & Operations are a preferred choice for this Job.Job descriptionsManage Clients PortfolioManage Online TransactionsMutual Fund KYC & OnboardingCounselling for InvestorsArrangement of Seminars on...

  • Mutual Fund

    6 days ago

    Noida, Uttar Pradesh, India Super Scholar Full time

    **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,...

  • Sales Executive Mutual Fund

    4 days ago

    Mp Nagar, Bhopal, Madhya Pradesh, India Ksquare Full time

    contact-9522288397, 9522288231 Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...