Mutual Fund Representative

2 - 6 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Mutual Fund Representative at Arch Finance Ltd. (AFL) in Delhi, India, your role will involve managing investments and portfolios, working with mutual funds, providing customer service, and offering finance-related advice to clients. Your contribution will be essential in assisting clients to reach their financial objectives while ensuring adherence to relevant financial regulations. Key Responsibilities: - Manage investments and portfolios effectively - Work with mutual funds to maximize returns for clients - Provide exceptional customer service to clients - Offer finance-related advice to help clients make informed decisions - Ensure compliance with all relevant financial regulations Qualifications Required: - Hold AMFI/NISM Mutual Fund Distributors Certification (mandatory) - Possess strong knowledge of Investments, Finance, and Mutual Funds - Have experience in Customer Service - Demonstrate excellent interpersonal and communication skills - Ability to work effectively in a team-oriented environment - Hold a Bachelor's degree in Finance, Business, Economics, or related field As a Mutual Fund Representative at Arch Finance Ltd. (AFL) in Delhi, India, your role will involve managing investments and portfolios, working with mutual funds, providing customer service, and offering finance-related advice to clients. Your contribution will be essential in assisting clients to reach their financial objectives while ensuring adherence to relevant financial regulations. Key Responsibilities: - Manage investments and portfolios effectively - Work with mutual funds to maximize returns for clients - Provide exceptional customer service to clients - Offer finance-related advice to help clients make informed decisions - Ensure compliance with all relevant financial regulations Qualifications Required: - Hold AMFI/NISM Mutual Fund Distributors Certification (mandatory) - Possess strong knowledge of Investments, Finance, and Mutual Funds - Have experience in Customer Service - Demonstrate excellent interpersonal and communication skills - Ability to work effectively in a team-oriented environment - Hold a Bachelor's degree in Finance, Business, Economics, or related field

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