Key Responsibilities:

1. Client Communication

Communicate effectively in English to assist clients with mutual fund inquiries, provide information,

and address concerns.

2. Mutual Fund Knowledge

Apply basic knowledge of mutual fund concepts, types, and operations to support clients and team

processes.

3. Documentation and Data Handling

Maintain accurate records and documentation using proficient typing skills (min speed of 30 PPM).

4. Technical and Administrative Tasks

Prepare and manage reports, spreadsheets, and presentations using Microsoft Word and Excel.

Handle email correspondence effectively and professionally.

Requirements:

- Gender: Open to both male & Female candidates.
- Age: 18 to 45 years old.
- Education: Minimum Graduation in any Commerce line
- Language Skills: Strong command of written and spoken English.
- Mutual Fund Knowledge: Basic understanding of mutual funds.




- Typing Speed: Minimum of 30 words per minute (WPM).
- Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, and email communication).
- Attention to Detail: Exceptional organizational skills and accuracy in work.
- Location Requirement: We are hiring only candidates who are currently living in Rajkot. Please apply only if you currently reside in Rajkot.
- Transportation: Must own a two-wheeler vehicle with license for ease of commuting and field tasks (if required).

Pay: ₹20,000.00 - ₹25,000.00 per month

Perks:

- Health insurance
- Life insurance

Education:

- Bachelor's (Preferred)

Language:

- English (Preferred)

Work Location: In person

📌 Mutual Fund Advisor (Rajkot)
🏢 system and solution
📍 Rajkot