Job Title Mutual Fund Advisor Roles Responsibilities Provide investment advice and financial planning solutions to clients based on their risk appetite goals and market trends Guide clients in selecting suitable mutual fund schemes asset allocation and portfolio diversification Conduct regular portfolio reviews and recommend changes to optimize returns Assist with mutual fund application processes including KYC updates SIP STP SWP initiation redemptions and switches via NSE BSE MINT CAMS KFINTECH MFU platforms Educate clients about various investment options and the latest market developments Maintain strong client relationships through regular communication via calls emails and in-person meetings Address client queries promptly and ensure excellent customer service Analyze fund performance and market trends to provide data-driven investment recommendations Achieve business targets by acquiring new clients and retaining existing relationships Requirements Minimum 1 year of experience in mutual funds financial advisory or capital markets preferred Strong understanding of capital market concepts mutual fund products and regulatory guidelines Excellent communication and interpersonal skills to build long-term client trust Proficiency in MS Office especially Excel and CRM tools Ability to explain complex financial concepts in a simple and engaging manner Job Details Type Full time On-site Work Days Monday to Saturday Day Shift Salary 15 000 - 20 000 per month based on experience Location Finowings Training Academy Pvt Ltd Address C-1 Bank of Baroda sector M Mama Chauraha kursi Road Lucknow 226022 Contact agrawalcorporatehr gmail com 91 (phone hidden) Benefits Provident Fund PF Performance-based incentives Job Type Full-time Pay 15 000 00 - 20 000 00 per month Work Location In person