Mutual Fund Advisor

5 days ago


Mp Nagar Bhopal Madhya Pradesh, India Ksquare Full time

**Overview**

We are seeking a dedicated Mutual Fund Advisor to join our team. As a Mutual Fund Advisor, you will be responsible for providing financial advice and guidance to clients regarding mutual funds and other investment opportunities.

**Duties**
- Conduct in-depth financial assessments for clients to understand their investment goals and risk tolerance
- Recommend suitable mutual fund options based on clients' financial objectives
- Monitor and review clients' investment portfolios regularly
- Keep abreast of market trends and provide up-to-date advice to clients
- Assist clients in making informed decisions about their investments
- Build and maintain strong client relationships through effective communication and trust

**Skills**
- Proficiency in financial services and financial planning
- Strong analytical skills to assess clients' financial situations accurately
- Excellent communication skills to explain complex financial concepts clearly
- Ability to work independently and as part of a team
- Detail-oriented with a high level of accuracy in financial calculations

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

Pay: ₹8,000.00 - ₹13,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Performance bonus
- Quarterly bonus

Work Location: In person

Application Deadline: 01/06/2025
Expected Start Date: 31/05/2025


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