
Mutual Fund Advisor
5 days ago
**Key Responsibilities**:
- **Mutual Fund Advisory**:
- Understand client needs and provide tailored mutual fund investment recommendations.
- Stay updated with market trends to provide accurate and strategic investment advice.
- Assist clients in completing necessary documentation for investments.
- Regularly review and manage client portfolios to ensure optimal performance.
- **Banking Assistance**:
- Handle basic banking tasks as required, such as deposits, withdrawals, and liaising with bank officials.
- Support in managing financial paperwork related to client investments and banking.
- **Field Work**:
- Visit clients for consultations and presentations when necessary.
- Assist in conducting on-site surveys or collecting client information.
- Ensure timely submission of documents or payments to relevant financial institutions.
Pay: From ₹18,000.00 per month
Schedule:
- Day shift
Supplemental Pay:
- Yearly bonus
**Experience**:
- total work: 1 year (preferred)
**Language**:
- English (preferred)
- Hindi (preferred)
- Gujarati (preferred)
Work Location: In person
**Speak with the employer**
+91 8160014859
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