Mutual Fund Advisor

3 days ago

Chandigarh Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time

**Job Title: Mutual Fund Advisor**

**Salary: ₹20,000 - ₹40,000 per month**
**Location: Chandigarh**
**Job Type: Full-Time | Permanent**

**Company Overview**

**DR. Shares and Stock Brokers** is a dynamic and growing investment advisory and broking firm based in Chandigarh. We provide end-to-end financial solutions to a wide range of clients. As we continue to grow, we are looking for a dedicated and knowledgeable **Mutual Fund Advisor** to strengthen our client servicing and investment advisory team.

You will be responsible for understanding client needs, recommending suitable mutual fund products, and maintaining long-term client relationships with trust and transparency.

**Key Responsibilities**
- Understand client financial goals and recommend suitable mutual fund schemes.
- Conduct in-person or virtual meetings (Zoom/Google Meet) with clients to review portfolio performance.
- Stay updated with market trends, fund performance, and changes in mutual fund regulations.
- Build and maintain long-term relationships with individual and HNI clients.
- Coordinate with AMCs and back-office teams to ensure smooth transactions.
- Generate and analyze client reports and MIS.
- Assist clients with KYC, SIP registrations, redemptions, and other mutual fund operations.
- **Education**: Graduate in Finance, Commerce, or related field. AMFI/NISM certification preferred.
- **Experience**:

- 2-4 years of experience in mutual fund advisory.
- Experience in client-facing roles within an **AMC or bank** is **mandatory**.
- Strong understanding of mutual fund products, NAVs, SIPs, taxation, and risk profiling.
- Excellent interpersonal and communication skills (fluent English and Hindi).
- Confident, presentable, and comfortable in client handling.
- A client-first attitude with ethical advisory practices.
- Deep product knowledge and the ability to explain financial concepts in simple terms.
- Strong follow-up and relationship management skills.
- Ability to handle high-net-worth individuals (HNIs) professionally.
- A go-getter mindset with a desire to grow with the organization.
- Problem-solving approach and ownership of client queries.

**Salary & Benefits**
- **Salary**: ₹20,000 - ₹40,000 per month (based on experience & qualifications)
- Mobile & Internet Reimbursement
- Health Insurance
- Paid Leaves
- Structured growth and learning opportunities
- Supportive and professional work environment

**Work Schedule**
- **Monday to Friday**: 8:45 AM - 5:30 PM
- **Saturday**: 10:00 AM - 2:00 PM _(4th Saturday Off)_

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

Pay: ₹20,000.00 - ₹40,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Paid sick time
- Paid time off

Work Location: In person

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