Mutual Fund Advisor

6 days ago

Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 3,60,000 - ₹ 4,80,000 per year

Job Title: Mutual Fund Advisor – Mutual Fund Department

Salary: ₹30,000 – ₹40,000 per month (negotiable for the right candidate)

Location: Chandigarh

Company: D.R. Shares & Stock Brokers Pvt. Ltd.

Job Type: Full-Time | On-site

Experience: 1–2 Years (AMC/Mutual Fund Industry Preferred)

Job Overview:

D.R. Shares & Stock Brokers Pvt. Ltd. is expanding its Mutual Fund division and is seeking a dynamic Mutual Fund Advisor with prior experience in the mutual fund industry, preferably from an AMC background. The ideal candidate will bring strong product knowledge, client-handling experience, and a relationship-first approach to help us serve and grow our mutual fund client base.

Key Responsibilities:

  • Build and maintain long-term relationships with mutual fund investors.
  • Understand individual client needs and provide appropriate mutual fund solutions.
  • Act as the primary point of contact for mutual fund-related queries and servicing.
  • Stay updated on mutual fund products, regulatory guidelines, and market trends.
  • Ensure client satisfaction through prompt service and informed recommendations.
  • Collaborate with internal teams to ensure smooth transaction processing and reporting.
  • Educate clients on various schemes, SIPs, and fund performance.

What We're Looking For:

  • Graduate/Post-Graduate (any stream).
  • 1–2 years of experience in the mutual fund industry; AMC background strongly preferred.
  • Solid understanding of mutual fund products, NAVs, SIPs, and fund categories.
  • Excellent communication and interpersonal skills.
  • Client-centric mindset with a professional and approachable demeanor.
  • AMFI/NISM certification is a plus.

Salary & Benefits:

  • Salary: ₹30,000 – ₹40,000 per month (negotiable for the right candidate)
  • Mobile Reimbursement
  • Insurance
  • Training & Development Programs
  • Performance-Based Growth Opportunities
  • Friendly & Supportive Work Culture

Work Schedule:

  • Timings: 8:45 AM to 5:30 PM
  • Saturday: 10:00 AM – 2:00 PM
  • 4th Saturday: Off

Job Type: Full-time

Pay: ₹30, ₹40,000.00 per month

Experience:

  • total work: 1 year (Preferred)

Work Location: In person

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