Mutual Fund Advisor

Job Title: Mutual Fund Sales & Support Executive

Location:

Why Join Us?

Be part of a dynamic and growing team that’s transforming how investors experience mutual funds. We provide comprehensive training, mentorship, and attractive incentives to reward your performance. If you can communicate confidently, build trust, and convert curiosity into commitment, this role is your gateway to a career in wealth management and financial advisory.

Your Role & Impact

You’ll serve as the bridge between clients and our investment platform, guiding them through every step of their mutual fund journey. From resolving queries and demonstrating the platform to driving investment conversions, you’ll ensure every client feels informed, confident, and supported throughout their investment experience.

Key Responsibilities

• Engage with clients via phone, email, and virtual meetings (Google Meet or Zoom) to address mutual fund related queries and provide personalized guidance.
  • Assist investors in understanding fund categories, risk profiles, and suitability as per their goals. • Conduct product walkthroughs and provide 1 to 1 guidance on our mutual fund platform. • Drive client onboarding by providing platform access and handholding through registration and transactions. • Follow up with interested leads, nurture investment intent, and close transactions efficiently. • Resolve service issues and coordinate with internal teams for smooth operations. • Maintain accurate client records, communication logs, and investment updates. • Cross-sell or upsell relevant financial products as per client suitability. • Achieve monthly targets for investments, conversions, and client retention.

What We’re Looking For

Communication Skills

• Proficient in English, Hindi, and Bengali (spoken & written).
  • Ability to explain mutual fund concepts in simple, relatable terms.

Sales & Customer Handling

• Strong persuasive and relationship building abilities.
  • Empathetic listener capable of handling both sales and support queries. • Comfortable conducting 1 to 1 client interactions and follow ups.

Technical & Operational Skills

• Basic proficiency in MS Office and CRM tools.
  • Understanding basic of mutual fund operations, KYC, and compliance. • Experience using online investment platforms preferred.

Certification & Eligibility

• Candidates with NISM Series V-A (Mutual Fund Distributor) certification or prior experience in mutual fund sales/support will be given preference.

Attitude & Growth Mindset

• Target driven, proactive, and eager to learn.
  • Comfortable working in a dynamic, performance-oriented setup.

What You Get

• Attractive Incentives:

  Performance based bonuses for conversions and client retention. •

  Career Growth:

  Path to senior roles in sales, advisory, and relationship management. •

  Skill Development:

  Certified mutual fund training along with continuous mentorship. •

  Work Culture:

  Collaborative, energetic, and growth focused environment.

Apply If You:

Can make mutual funds easy to understand and invest in.
Enjoy helping clients achieve financial goals through smart investments. Are ready to build a long term career in mutual fund distribution and wealth management.