Mutual Fund Advisor

As a Mutual Fund Advisor at our company in Varthur, you will assist clients in achieving their financial goals through informed investment decisions. Your responsibilities will include: - **Client Acquisition and Relationship Management:** - Identify and acquire new clients through networking and referrals. - Build strong and lasting relationships with clients based on trust. - Act as the primary contact for client inquiries, providing exceptional service. - **Financial Assessment and Goal Setting:** - Conduct thorough assessments of clients" financial situations. - Understand clients" financial goals, risk tolerance, and investment time horizon. - **Investment Advice and Portfolio Construction:** - Analyze mutual fund schemes based on performance, risk factors, and investment objectives. - Recommend suitable schemes aligned with clients" goals and profiles. - Develop personalized investment portfolios with diversification. - **Portfolio Monitoring and Review:** - Regularly monitor portfolio performance. - Provide updates and recommend adjustments based on market conditions. - **Market Knowledge and Compliance:** - Stay updated on market trends, economic indicators, and regulatory changes. - Ensure compliance with relevant regulations and maintain accurate records. - **Client Education and Support:** - Educate clients on mutual fund investments. - Provide ongoing support and address client concerns professionally. **Qualifications:** - Bachelor's degree in Finance, Business Administration, Economics, or related field. - NISM Series V-A: Mutual Fund Distributors Certification Examination. - 1-3 years of experience in financial services or mutual fund advisory roles. - Strong understanding of mutual fund products, market dynamics, and investment principles. - Excellent communication, interpersonal, and presentation skills. - Proficiency in financial planning software and MS Office Suite. This full-time, permanent position offers benefits including health insurance and paid time off. The work schedule involves day and morning shifts at our in-person location in Varthur.,