Mutual Fund Specialist

5 days ago

Sadar Nagpur Maharashtra, India Style Story Salons Full time ₹ 15,000 - ₹ 1,80,000 per year

Job Summary

We are seeking a proactive and client-centric Mutual Fund Specialist to join Magnum. The successful candidate will guide clients on mutual fund investments, assist with login and account access, manage all documentation and process-related tasks, and maintain month-on-month reports with meticulous record-keeping in Nagpur. This role requires strong financial knowledge, excellent client service, and a detail-oriented approach to documentation and reporting.

Key Responsibilities

  • Provide expert guidance to clients on mutual fund options, investment goals, risk tolerance, and retirement/planning needs.
  • Assist clients with online account access and login procedures, including secure authentication, password management, and troubleshooting access issues.
  • Coordinate and collect all required documentation for account setup, KYC, fund transactions, SIPs, switches, and systematic withdrawal plans (SWPs).
  • Ensure completeness, accuracy, and compliance of all client documentation (KYC, FATCA/CRS, AML checks, mandate forms, SIP registrations, POAs, and risk disclosures).
  • Process mutual fund transactions (new investments, top-ups, switches, redemptions) in a timely and compliant manner.
  • Maintain robust filing and record-keeping for all client interactions and transactions, with secure storage of documents.
  • Prepare and present client-specific investment recommendations, portfolio reviews, and performance analyses.
  • Generate and maintain month-on-month reports, including:
  • Transaction activity
  • Investment performance vs benchmarks
  • Tax implications and harvest/exit considerations
  • Fee and expense reporting
  • Compliance and documentation status
  • Ensure data accuracy in the CRM and back-end systems; update client records after every interaction.
  • Stay updated on mutual fund product changes, regulatory requirements, and market developments; communicate implications to clients.
  • Collaborate with sales, compliance, and operations teams to resolve client issues and ensure a seamless experience.
  • Maintain a high standard of ethics and client confidentiality in all activities.

Required Skills and Qualifications

  • Bachelor's degree in Finance, Economics, Commerce, or a related field.
  • Professional certification (e.g., AMFI/NISM certification for mutual funds) preferred.
  • 2+ years of experience in mutual funds, investment advisory, or a related financial services role.
  • Strong knowledge of mutual fund products, SIPs, lumpsum investments, tax implications, and risk profiling.

Job Types: Full-time, Permanent

Pay: ₹15, ₹18,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Paid sick time
  • Provident Fund

Work Location: In person

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