Mutual Fund Advisor

1 week ago

Aliganj Lucknow Uttar Pradesh, India Agrawal Corporate Full time ₹ 1,80,000 - ₹ 2,40,000 per year

Job Title: Mutual Fund Advisor

Roles & Responsibilities:

  • Provide investment advice and financial planning solutions to clients based on their risk appetite, goals, and market trends.
  • Guide clients in selecting suitable mutual fund schemes, asset allocation, and portfolio diversification.
  • Conduct regular portfolio reviews and recommend changes to optimize returns.
  • Assist with mutual fund application processes, including KYC updates, SIP/STP/SWP initiation, redemptions, and switches via NSE/BSE/MINT/CAMS/KFINTECH/MFU platforms.
  • Educate clients about various investment options and the latest market developments.
  • Maintain strong client relationships through regular communication via calls, emails, and in-person meetings.
  • Address client queries promptly and ensure excellent customer service.
  • Analyze fund performance and market trends to provide data-driven investment recommendations.
  • Achieve business targets by acquiring new clients and retaining existing relationships.

Requirements:

  • Minimum 1 year of experience in mutual funds, financial advisory, or capital markets (preferred).
  • Strong understanding of capital market concepts, mutual fund products, and regulatory guidelines.
  • Excellent communication and interpersonal skills to build long-term client trust.
  • Proficiency in MS Office (especially Excel) and CRM tools.
  • Ability to explain complex financial concepts in a simple and engaging manner.

Job Details:

  • Type: Full-time, On-site
  • Work Days: Monday to Saturday (Day Shift)
  • Salary: ₹15,000 – ₹20,000 per month (based on experience)
  • Location: Finowings Training Academy Pvt. Ltd. Address: C-1, Bank of Baroda, sector M, Mama Chauraha, kursi Road, Lucknow, 226022
  • Contact: |

Benefits:

  • Provident Fund (PF)
  • Performance-based incentives

Job Type: Full-time

Pay: ₹15, ₹20,000.00 per month

Work Location: In person

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