Mutual Fund Advisor

Relationship Manager (Mutual Fund)

We are seeking a knowledgeable and client-focused mutual fund advisor to join our financial advisory team. The ideal candidate will be responsible for assessing clients’ financial goals and risk tolerance and providing tailored mutual fund investment solutions. The role involves portfolio analysis, recommending mutual fund schemes, and ensuring long-term client satisfaction and portfolio growth.

Key Responsibilities:

• Consult with clients to understand their financial goals, needs, and risk appetite.
• Recommend appropriate mutual fund schemes and portfolio strategies.
• Conduct regular portfolio reviews and suggest rebalancing strategies.
• Stay updated with mutual fund industry trends, regulations, and new fund launches.
• Develop and maintain strong client relationships through proactive communication.
• Educate clients on investment options, market conditions, and the benefits of mutual funds.
• Comply with regulatory guidelines set by SEBI, AMFI, and internal company policies.
• Prepare reports, documentation, and investment proposals as required.

Qualifications & Skills:

• Bachelor's degree in finance, economics, business administration, or a related field.
• AMFI Registration (mandatory) and valid ARN.
• 2–5 years of experience in mutual fund advisory or financial planning.
• Strong understanding of mutual fund products, NAVs, SIPs, and asset allocation strategies.
• Excellent communication, interpersonal, and analytical skills.
• Client-centric approach with integrity and transparency.
• Proficient in financial software and CRM tools.

Preferred Qualifications:

• Certified Financial Planner (CFP) or NISM-Series V-A certification

Job Type: Full-time

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

• Health insurance

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Work Location: In person

Speak with the employer
+91 8668063955