Mutual Fund Representative

Role Description

This is a full-time, on-site role for a Mutual Fund Executive located in Kolkata. The primary responsibilities include offering personalized investment guidance, assisting clients in mutual fund selection and portfolio management, ensuring compliance with regulatory requirements, and addressing customer inquiries. The role will also involve tracking market trends, educating clients about mutual fund products, and maintaining strong client relationships to foster trust and satisfaction.

Qualifications

• Proficiency in Investments, Finance, and Mutual Funds
• Experience in Portfolio Management and understanding various investment strategies
• Strong Customer Service skills and client relationship management
• Effective communication
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field

PLEASE APPLY ONLY IF YOU ARE FROM KOLKATA