Mutual Fund Advisor

Job Title: Mutual Fund Advisor

Location: Mohali

Job Summary:

We are looking for a knowledgeable and client-focused Mutual Fund Advisor to guide clients in making informed investment decisions. The ideal candidate will have strong communication skills, sound knowledge of mutual fund products, and the ability to build long-term relationships with investors.

Key Responsibilities:

• Understand clients’ financial goals, risk appetite, and investment needs.
• Recommend suitable mutual fund schemes and investment options.
• Provide regular portfolio reviews and suggest rebalancing when needed.
• Stay updated with market trends, mutual fund products, and regulatory guidelines.
• Generate leads, build and maintain strong client relationships.
• Achieve sales and business development targets.
• Ensure compliance with SEBI/AMFI regulations.

Required Skills & Qualifications:

• Graduate in Finance/Commerce/Business (MBA/PGDM in Finance preferred).
• AMFI/NISM Certification is mandatory.
• 2–7 years of experience in mutual fund sales, wealth management, or financial advisory.
• Strong knowledge of mutual fund products, SIPs, and investment planning.
• Excellent communication, presentation, and client-handling skills.
• Ability to achieve sales targets and work under pressure.

Benefits:

• Competitive salary with performance-based incentives.
• Opportunity to grow in wealth management and financial advisory.
• Training and support for career advancement.
• Attractive incentives on client acquisition and retention.

Job Types: Full-time, Permanent

Education:

• Bachelor's (Preferred)

Experience:

• Mutual Fund: 1 year (Preferred)

Location:

• Mohali, Punjab (Preferred)

Work Location: In person