Mutual Fund Advisor

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: ₹30,000.00 - ₹40,000.00 per month

Experience:

• total work: 1 year (Preferred)

Work Location: In person