Mutual Fund Advisor

• 6. Key Responsibilities
• A. Financial Planning & Advisory
• Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation.
• Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products.
• Prepare and explain complex financial plans, including risk assessments, asset allocation models, and projected returns.
• Act as a trusted partner, guiding clients through market volatility and life events.
• B. Client Relationship Management
• Cultivate and manage long-term, high-trust relationships with a defined portfolio of high-net-worth clients.
• Provide ongoing portfolio reviews and proactive communication to ensure alignment with clients' evolving goals.
• Address client queries, resolve concerns, and ensure a seamless client experience at all touchpoints.
• Identify opportunities for cross-selling and deepening relationships within the client base.
• C. Investment Expertise & Market Analysis
• Maintain a deep and current understanding of the mutual fund industry, market trends, economic indicators, and regulatory changes.
• Analyze fund performance, manager styles, and portfolio construction to make informed recommendations.
• Continuously research and evaluate new investment opportunities and products for client suitability.
• Provide market insights and commentary to clients in a clear, actionable manner.
• D. Compliance & Ethics
• Adhere strictly to all regulatory guidelines (SEBI, AMFI) and the company's code of conduct.
• Ensure all advice given and documentation provided is compliant, accurate, and transparent.
• Maintain the highest ethical standards and act in the client's best interest at all times.
• Complete all mandatory compliance training and certifications.
• E. Business Development & Reporting
• Contribute to the growth of the wealth management practice by identifying and developing new client opportunities.
• Maintain accurate and detailed client records and transaction history in the CRM system.
• Prepare and submit regular business reports and performance metrics to senior management.
• 7. Required Qualifications & Experience
• Education:
• Bachelor’s degree in Finance, Economics, Business, or a related field. (Required)
• NISM Series V-A: Mutual Fund Distributors certification is mandatory.
• NISM Series VI: Mutual Fund Distributors (Advisors) certification is highly desirable.
• Additional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a significant advantage.

Job Type: Full-time

Pay: ₹12,000.00 - ₹35,000.00 per month

Work Location: In person

Speak with the employer
+91 8511445844