Broking Executive

Job Title: Broking Executive

Location: Kalyan

Job Type: Full-time

Age Limit: 35 years

Salary: 27000 to 37,000 per month (depending on interview performance and experience)

Job Summary:

We are seeking a knowledgeable and proactive Mutual Fund SIP Executive to join our team. The ideal candidate will have a solid understanding of mutual funds, systematic investment plans (SIPs), and financial planning. You will be responsible for managing SIP accounts, providing investment advice, and assisting clients in their mutual fund investments to help them achieve their financial goals.

Key Responsibilities:

• Manage and process SIP investments for clients, ensuring accurate and timely execution.
• Provide detailed information and advice on mutual fund schemes and SIP options.
• Assist clients in selecting suitable mutual fund schemes based on their financial goals and risk tolerance.
• Monitor and review client portfolios, making recommendations for adjustments as needed.
• Keep clients informed about market trends, mutual fund performance, and any changes in regulations.
• Address client queries and concerns related to SIP investments and mutual funds.
• Prepare and present detailed reports on SIP performance and investment opportunities.
• Ensure compliance with industry regulations and company policies.

Qualifications:

• Proven experience in mutual fund investments or a similar role.
• Education: Minimum 12th grade; Bachelor's degree in Finance, Commerce, or related field preferred.
• Strong understanding of mutual funds, SIPs, and financial planning.
• Excellent analytical and communication skills.
• Proficiency in MS Office (Word, Excel, Outlook).
• Strong attention to detail and organizational skills.
• Ability to build and maintain client relationships

Job Type: Full-time

Pay: ₹21,000.00 - ₹30,000.00 per month

Schedule:

• Day shift

Experience:

• broking : 1 year (Required)

Work Location: In person