Mutual Fund Advisor

Job Title: Mutual Fund Advisor

Salary: ₹20,000 – ₹40,000 per month
Location: Chandigarh
Job Type: Full-Time | Permanent

Company Overview

DR. Shares and Stock Brokers is a dynamic and growing investment advisory and broking firm based in Chandigarh. We provide end-to-end financial solutions to a wide range of clients. As we continue to grow, we are looking for a dedicated and knowledgeable Mutual Fund Advisor to strengthen our client servicing and investment advisory team.

Job Description

We are hiring an experienced Mutual Fund Advisor who has in-depth knowledge of mutual fund products, investment planning, and client portfolio management. The ideal candidate will have a strong background in AMCs or banking, with proven experience in client-facing advisory roles.

You will be responsible for understanding client needs, recommending suitable mutual fund products, and maintaining long-term client relationships with trust and transparency.

Key Responsibilities

• Understand client financial goals and recommend suitable mutual fund schemes.
• Conduct in-person or virtual meetings (Zoom/Google Meet) with clients to review portfolio performance.
• Stay updated with market trends, fund performance, and changes in mutual fund regulations.
• Build and maintain long-term relationships with individual and HNI clients.
• Coordinate with AMCs and back-office teams to ensure smooth transactions.
• Generate and analyze client reports and MIS.
• Assist clients with KYC, SIP registrations, redemptions, and other mutual fund operations.

Candidate Requirements

• Education: Graduate in Finance, Commerce, or related field. AMFI/NISM certification preferred.
• Experience:
• 2–4 years of experience in mutual fund advisory.
• Experience in client-facing roles within an AMC or bank is mandatory.
• Strong understanding of mutual fund products, NAVs, SIPs, taxation, and risk profiling.
• Excellent interpersonal and communication skills (fluent English and Hindi).
• Confident, presentable, and comfortable in client handling.
• Tech-savvy: Must be comfortable with Excel, email, and online investment platforms.

What Else Are We Looking For in a Candidate?

• A client-first attitude with ethical advisory practices.
• Deep product knowledge and the ability to explain financial concepts in simple terms.
• Strong follow-up and relationship management skills.
• Ability to handle high-net-worth individuals (HNIs) professionally.
• A go-getter mindset with a desire to grow with the organization.
• Problem-solving approach and ownership of client queries.

Salary & Benefits

• Salary: ₹20,000 – ₹40,000 per month (based on experience & qualifications)
• Mobile & Internet Reimbursement
• Health Insurance
• Paid Leaves
• Structured growth and learning opportunities
• Supportive and professional work environment

Work Schedule

• Monday to Friday: 8:45 AM – 5:30 PM
• Saturday: 10:00 AM – 2:00 PM (4th Saturday Off)

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹40,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Internet reimbursement
• Paid sick time
• Paid time off

Work Location: In person