Mutual Fund Advisor

2 days ago

Grant Road Mumbai Maharashtra, India Shri Vardhaman Broking Pvt Ltd Full time

We at **Shri Vardhaman Broking** are looking for a **Mutual Fund Advisor** to join our growing team.

**Key Responsibilities**:

- Cross-sell Mutual Fund / SIP products to our **existing client base**:

- Reach out to **new customers** from the provided data
- Educate clients on **Mutual Funds, SIPs, and NFOs**:

- Help clients understand **how MF investments align with their goals**:

- **Place orders** on behalf of clients as per their instructions
- **Track and remind** clients for upcoming SIP payments
- Maintain long-term relationships with clients through consistent follow-ups

**Desired Skills & Experience**:

- Good understanding of Mutual Funds, SIPs & NFOs
- Strong communication & relationship-building skills
- Ability to explain investment concepts in a simple way
- NISM 5A certification (preferred but not mandatory)

**Location**: Grant Road, Mumbai

**Employment Type**: Full-time
**To Apply**: Harshil Jain - 9414151779

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

Pay: From ₹20,000.00 per month

**Benefits**:

- Paid sick time
- Paid time off

**Language**:

- Hindi (preferred)

Work Location: In person

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