Mutual Fund Advisor (sales) (Uttar Pradesh)

Mutual Fund Advisor (sales) (Uttar Pradesh)

07 Aug
|
Agrawal Corporate
|
Uttar Pradesh

07 Aug

Agrawal Corporate

Uttar Pradesh

Job Title Mutual Fund Advisor sales Job Type Full-time Onsite Work Days Monday to Saturday Location In person Lucknow Salary 15 000 - 20 000 per month Contact agrawalcorporatehr gmail com 91 (phone hidden) Benefits Provident Fund Key Responsibilities Operate mutual fund panels and process applications SIP STP SWP Switch Purchase Redemption NCT via NSE BSE MINT CAMS KFintech MFU Assist clients with investment planning KYC updates and portfolio management Scan upload forms and resolve client queries through calls emails or walk-ins Handle bulk transactions and ensure completion before cut-off times Provide excellent client service and maintain solid communication for SIP schemes and portfolio guidance Study and analyze fund histories to offer investment insights and recommendations Stay updated on capital market concepts procedures and regulatory frameworks Maintain accurate records using MS Office especially Excel Acquire new client relationships and retain existing clients by delivering high service standards Requirements Minimum 1 year of experience in mutual fund processing and client service preferred Strong communication and interpersonal skills Proficiency in MS Office especially Excel Ability to handle queries across multiple channels email phone in-person Good understanding of capital markets and regulatory compliance Job Type Full-time Pay 15 000 00 - 20 000 00 per month Work Location In person

📌 Mutual Fund Advisor (sales) (Uttar Pradesh)
🏢 Agrawal Corporate
📍 Uttar Pradesh

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