ARTHARTHI

Candidate Profile: 1. Understanding of mutual fund types, asset allocation, SIP/STP/SWP flows. 2. Ability to explain portfolio performance and goal tracking to clients. 3. Excellent verbal communication skills for meetings and calls. 4. Understanding of KYC basics, risk profiling, and client data privacy norms. 5. Ability to work closely with operations for transaction execution and client servicing requests. 6. Client-first mindset, proactive service attitude, and ability to build long-term client trust. Job Profile: 1. Conduct client onboarding meetings, explain service offerings, and complete risk profiling exercises. 2. Communicate Mutual Fund recommendations based on client goals, risk profile, and time horizon. 3. Schedule and conduct periodic client portfolio reviews (half-yearly or annual). 4. Track and report goal progress (education, retirement, wealth creation, etc.) through portfolio review reports. 5. Handle client servicing queries related to transactions, non-financial changes, statements, and app usage. 6. Ensure all client communications (email, WhatsApp, call) adhere to compliance guidelines and approved templates. 7. Liaise internally with the operations team to ensure smooth transaction processing and client servicing. 8. Educate clients about digital platforms for portfolio tracking, transaction submissions, and self-service. 9. Maintain and update client records, meeting notes, and service logs systematically in CRM/software. 10. Drive client satisfaction and referrals through timely, personalized, and high-quality service delivery. Qualifications: Min.3 years of experience in the Mutual Fund Industry QPFP / CFP / CWM Certification (Completed or willing to do post joining) NISM VA Certification (preferred or willing to complete within the joining period) Minimum Bachelor’s Degree (Finance/Commerce preferred) Show more Show less

Qualification- Any Graduate, MBA Marketing preferred Experience- 2-3 years (Fresher with excellent communication skills also welcome) Certification- NISM - VA is an added advantage Number of positions - 3 (Male/Female) Job Description- Identify and on-board new clients through proactive outreach efforts Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives. Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products and solutions. Educate customers on the product benefits Conduct periodic portfolio reviews with clients to evaluate their investment goals, risk tolerance, and financial needs. Implement timely portfolio adjustments and rebalancing strategies to optimize portfolio performance and manage risk. Stay updated on market trends, economic developments, and regulatory changes impacting the mutual fund industry Offering prompt service to clients – resolve queries, complete service requests, email reports, etc. Meeting clients for completion of investments and any follow-ups Diligently operate an investment software to tally transactions and handle customer investment data Ongoing administrative work Skills Required- Should have fluency in communication with confidence. Should have a pleasant personality with a positive attitude Energetic individuals with a dream to build a career in the financial services industry. Eagerness to learn “Go-Getter” Attitude Strong understanding of financial markets and investment products Effective communication and interpersonal skills. Results-oriented mindset with a focus on delivering exceptional customer service and driving client satisfaction. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.