Mutual Fund Advisor

2 days ago


Mohali, India CM Group Full time

1. MBA Preferred

2. Minimum 1-year Experience

3. Good communication skilles

Mutual funds are a convenient form of investment, especially for salaried professionals who do not have time to track the markets every day. Furthermore, mutual fund advisors and institutions may guide you in making proper investment choices as per your financial goals. They help shortlist the best available choice of funds as per the investors’ interest.
- **Plan investment**:

- **Evaluate risk appetite**:

- **Diversification of the portfolio**:

- **Portfolio rebalancing**:

- **Commission structure of mutual fund advisor**:

- **Payment from the client**:

- **Upfront commission**:

- **Trail commission**:

- **Regulations by SEBI on mutual fund advisors**:

- **Segregation of distribution activities**:

- **Implementation services**:

- **Agreement**:

- **Fees**

**Salary**: ₹25,000.00 - ₹30,000.00 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Speak with the employer**
+91 98759 89252


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