Role Overview:
We are looking for a Mutual Fund Investment Advisor to guide clients on SIP and lump sum investments, build client relationships, and support wealth creation.
Key Responsibilities
- Advise clients on mutual fund investments based on their financial goals and risk profile.
- Promote SIP, lump sum investments, and portfolio diversification strategies.
- Acquire new clients and maintain strong relationships with existing investors.
- Monitor client portfolios and provide periodic review and rebalancing recommendations.
- Explain market trends, fund performance, and investment opportunities to clients.
- Ensure compliance with AMFI, SEBI, and regulatory guidelines.
- Coordinate with operations teams for smooth transaction processing.
Qualifications
- NISM V-A / AMFI Certification Required
- Experience in Mutual Fund / Wealth Advisory preferred
- Strong client relationship skills
