Broking Executive

**Job Title: Broking Executive**

Location: Kalyan

Age Limit: 35 years

**Salary**: 27000 to 37,000 per month (depending on interview performance and experience)

**Job Summary**:
**Key Responsibilities**:

- Manage and process SIP investments for clients, ensuring accurate and timely execution.
- Provide detailed information and advice on mutual fund schemes and SIP options.
- Assist clients in selecting suitable mutual fund schemes based on their financial goals and risk tolerance.
- Monitor and review client portfolios, making recommendations for adjustments as needed.
- Keep clients informed about market trends, mutual fund performance, and any changes in regulations.
- Address client queries and concerns related to SIP investments and mutual funds.
- Prepare and present detailed reports on SIP performance and investment opportunities.
- Ensure compliance with industry regulations and company policies.

**Qualifications**:

- Proven experience in mutual fund investments or a similar role.
- Education: Minimum 12th grade; Bachelor's degree in Finance, Commerce, or related field preferred.
- Strong understanding of mutual funds, SIPs, and financial planning.
- Excellent analytical and communication skills.
- Proficiency in MS Office (Word, Excel, Outlook).
- Strong attention to detail and organizational skills.
- Ability to build and maintain client relationships

Pay: ₹21,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

**Experience**:

- broking : 1 year (required)

Work Location: In person