Posted:1 month ago|
Platform:
Work from Office
Full Time
Responsibilities
Act as a point of contact for clients and distributors regarding mutual fund investments
Provide investment advice based on clients financial goals and risk profiles
Handle onboarding, KYC, and compliance for mutual fund clients
Conduct portfolio reviews and recommend fund switches or top-ups as needed
Build and manage strong relationships with IFAs, partners, and HNI clients
Conduct investor awareness programs and periodic engagement activities
Ensure service excellence, timely communication, and query resolution
Achieve AUM growth and client acquisition targets
Bachelor’s degree in Commerce, Finance, or Business (MBA/PGDM preferred)
NISM Series V-A (Mutual Fund Distributors Certification) – mandatory
2–4 years of experience in mutual fund sales, relationship management, or financial services
Strong knowledge of mutual fund products, NAV tracking, SIP/STP/SWP, etc.
Excellent communication and interpersonal skills
Ability to handle client objections, explain investment rationale clearly
Familiarity with financial platforms like BSE Star MF, NSE NMF II, or CAMS
Vanmoh Chit Funds
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