Mutual Fund Advisor

Job Title: Mutual Fund Sales & Support Executive
Location: Kolkata, Salt Lake, Sector V (Work from Office)
Type: Full-Time
Experience: 0–3 years (Fresh graduates with strong communication skills
encouraged)Start Date: Immediate Joiners Preferred
Salary: Competitive (Based on skillset) + Performance Bonuses + Incentives
Industry: Mutual Funds / Financial Services

Why Join Us?

Be part of a dynamic and growing team that’s transforming how investors
experience mutual funds. We provide comprehensive training, mentorship, andattractive incentives to reward your performance. If you can communicateconfidently, build trust, and convert curiosity into commitment, this role is yourgateway 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 queriesand demonstrating the platform to driving investment conversions, you’ll ensureevery client feels informed, confident, and supported throughout theirinvestment 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.

What We’re Looking For

• Communication SkillsSales & Customer Handling
• Conduct product walkthroughs and provide 1 to 1 guidance on our mutual
• Drive client onboarding by providing platform access and handholding
• Follow up with interested leads, nurture investment intent, and close
• Resolve service issues and coordinate with internal teams for smooth
• Maintain accurate client records, communication logs, and investment
• Cross-sell or upsell relevant financial products as per client suitability.
• Achieve monthly targets for investments, conversions, and client retention.
• Proficient in English, Hindi, and Bengali (spoken & written).
• Ability to explain mutual fund concepts in simple, relatable terms.

Job Types: Full-time, Permanent

Pay: ₹12,000.00 - ₹20,000.00 per month

Benefits:

• Paid sick time
• Provident Fund

Work Location: In person