Mutual fund advisor (sales)

Job Title: Mutual Fund Executive
Job Type: Full-time, Onsite
Work Days: Monday to Saturday
Location: In person (Lucknow)
Salary: ₹15,000 – ₹20,000 per month
Contact: agrawalcorporatehr@gmail.com | +91 9598152304
Benefits: Provident Fund

Key Responsibilities

• Operate mutual fund panels and process applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) via NSE/BSE/MINT/CAMS/KFintech/MFU.
• Assist clients with investment planning, KYC updates, and portfolio management.
• Scan, upload forms, and resolve client queries through calls, emails, or walk-ins.
• Handle bulk transactions and ensure completion before cut-off times.
• Provide excellent client service and maintain strong communication for SIP schemes and portfolio guidance.
• Study and analyze fund histories to offer investment insights and recommendations.
• Stay updated on capital market concepts, procedures, and regulatory frameworks.
• Maintain accurate records using MS Office, especially Excel.
• Acquire new client relationships and retain existing clients by delivering high service standards.

Requirements

• Minimum 1 year of experience in mutual fund processing and client service (preferred).
• Strong communication and interpersonal skills.
• Proficiency in MS Office, especially Excel.
• Ability to handle queries across multiple channels (email, phone, in-person).
• Good understanding of capital markets and regulatory compliance.

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

Speak with the employer
+91 9598152304