
Mutual Fund Advisor
7 days ago
**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
3 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
5 hours ago
Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 1,80,000 - ₹ 2,40,000 per yearJob 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...
-
Mutual Fund Advisor
5 days ago
Lucknow, India Finowings Training Academy Full timeSeeking 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.
-
Mutual Fund
17 hours ago
Noida, Uttar Pradesh, India Super Scholar Full time**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...
-
Mutual Fund Advisor
3 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
1 week ago
Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**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,...
-
Mutual Fund Advisor
2 weeks ago
Noida, Uttar Pradesh, India Whitefield careers Full time**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
-
Mutual Fund Executive
1 week ago
Lucknow, India Finowings Training Academy Pvt.Ltd Full time**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...
-
Mutual Fund Advisor
7 days ago
Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**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...
-
Mutual Fund
3 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,...