Mutual Fund Executive

2 weeks ago

Sapna Sangeeta Road Indore, India Mint Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Title:-Mutual Fund Executive

Job Type:Full-Time

About Us:

Mint Capital, Authorized Partners of Angel One, is a leading financial services organization committed to providing clients with innovative investment solutions. We are seeking enthusiastic and knowledgeable Mutual Fund Executives with strong stock market awareness to join our growing team.

Key Responsibilities:

* Assist clients in understanding mutual fund schemes and investment options.

* Provide guidance on portfolio diversification, risk management, and investment strategies.

* Stay updated with stock market trends, indices, and market movements to advise clients effectively.

* Conduct client meetings to explain fund performance, NAV, and potential returns.

* Generate leads and convert prospects into investors through consultative sales.

* Maintain long-term relationships with clients to ensure repeat and referral business.

* Ensure compliance with regulatory guidelines and company policies in all investment dealings.

* Collaborate with research teams to share insights and market updates with clients.

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Key Skills & Competencies:

* Strong knowledge of mutual funds, stock markets, and financial instruments.

* Excellent communication and presentation skills.

* Analytical mindset with the ability to assess client needs and market opportunities.

* Good interpersonal skills and client relationship management.

* Goal-oriented with a passion for sales and investments.

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Qualifications:

* Bachelor's degree in Finance, Commerce, Business, or related field (MBA/PGDM in Finance preferred).

* NISM certification (Mutual Fund / Equity Derivatives) will be an added advantage.

* Prior experience in mutual funds, stock broking, or financial advisory preferred.

* Freshers with strong knowledge of stock market and mutual funds are also welcome.

Perks & Benefits:

* Competitive salary attractive incentives.

* Growth opportunities in the financial services industry.

* Ongoing training and development on investment products.

* Opportunity to build a long-term career in wealth management.

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