Mutual Fund Advisor

Job Summary:
We are seeking a motivated and knowledgeable Mutual Fund Advisor to join our growing team

in Varthur. As a Mutual Fund Advisor, you will be responsible for providing expert financial

advice and guidance to clients on mutual fund investments. You will assess their financial goals,

risk tolerance, and investment horizon to recommend suitable mutual fund schemes and build

personalized investment portfolios. Your role will be crucial in helping clients achieve their

financial aspirations through informed investment decisions.

**Responsibilities**:

- Client Acquisition and Relationship Management:
○ Identify and acquire new clients through networking, referrals, and other business

development activities.

○ Build and maintain strong, long-lasting relationships with clients based on trust and

understanding.

○ Act as the primary point of contact for client inquiries and provide exceptional

customer service.
- Financial Assessment and Goal Setting:
○ Conduct thorough assessments of clients' current financial situations, including

income, expenses, assets, and liabilities.

○ Understand clients' financial goals, such as retirement planning, wealth creation,

children's education, or other specific objectives.

○ Determine clients' risk tolerance and investment time horizon.
- Investment Advice and Portfolio Construction:
○ Analyze various mutual fund schemes based on their performance, risk factors,

investment objectives, and expense ratios.

○ Recommend suitable mutual fund schemes aligned with clients' financial goals and

risk profiles.

○ Develop personalized investment portfolios, ensuring diversification to mitigate risk.

○ Explain complex financial concepts and investment strategies in a clear and

understandable manner.
- Portfolio Monitoring and Review:
○ Regularly monitor the performance of clients' investment portfolios.

○ Provide periodic updates and performance reports to clients.

○ Recommend portfolio adjustments or rebalancing based on market conditions, fund

performance, and changes in clients' financial goals or risk tolerance.
- Market Knowledge and Compliance:
○ Stay updated on the latest market trends, economic indicators, and regulatory

changes affecting mutual fund investments.

○ Ensure compliance with all relevant regulations and ethical standards set by

regulatory bodies like SEBI and AMFI.

○ Maintain accurate records of client interactions and investment recommendations.
- Client Education and Support:
○ Educate clients about the benefits and risks associated with mutual fund

investments.

○ Provide ongoing support and guidance to clients on their investment journey.

○ Address client concerns and provide solutions in a timely and professional manner.

Qualifications:

- [Specify the minimum educational qualification required, e.g., Bachelor's degree in

Finance, Business Administration, Economics, or a related field.]
- Mandatory: Must have passed the NISM Series V-A: Mutual Fund Distributors

Certification Examination.
- [Mention any preferred certifications, e.g., CFP (Certified Financial Planner).]
- [Specify the desired years of experience in financial services or mutual fund advisory

roles, e.g., 1-3 years of relevant experience.]
- Strong understanding of mutual fund products, market dynamics, and investment

principles.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving abilities.
- Ethical and client-centric approach.
- Proficiency in financial planning software and MS Office Suite.
- [Mention any language proficiency requirements if applicable.]

Preferred Skills:

- Existing client base or network.
- Experience with CRM (Customer Relationship Management) systems.

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

Pay: ₹50,000.00 - ₹150,000.00 per month

**Benefits**:

- Health insurance
- Paid time off

Schedule:

- Day shift
- Morning shift

Work Location: In person

**Speak with the employer**
+91 9019989564