Mutual Fund Advisor

3 days ago

Mumbai, Maharashtra, India Eteam Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Description Mutual Fund Market/Service Advisor

We are looking for a knowledgeable and client-focused Mutual Fund Market/Service Advisor to guide investors in selecting suitable mutual fund products. The role involves providing financial advice, portfolio recommendations, risk assessment, and ensuring excellent customer service. The advisor will build strong client relationships, stay updated with market trends, and help clients achieve their financial goals.

Key Responsibilities:

  • Advise clients on suitable mutual fund schemes based on risk profile and investment goals
  • Provide market insights and updates on fund performance
  • Assist with account servicing, documentation, and compliance
  • Maintain strong client relationships and ensure customer satisfaction

Requirements:

  • Good understanding of financial markets and mutual fund products
  • Strong communication and advisory skills
  • NISM certification preferred

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