We are looking for a Mutual Fund Investment Advisor to guide clients on SIP and lump sum investments, build client relationships, and support wealth creation. Candidate must have NISM V-A / AMFI certification and basic knowledge of mutual funds and financial markets. Experience in mutual fund distribution or wealth advisory will be preferred.
Key Responsibilities
Advise clients on mutual fund investments based on their financial goals and risk profile.
Promote SIP, lump sum investments, and portfolio diversification strategies.
Acquire current clients and maintain strong relationships with existing investors.
Monitor client portfolios and provide periodic review and rebalancing recommendations.
Explain market trends, fund performance, and investment prospects to clients.
Ensure compliance with AMFI, SEBI, and regulatory guidelines.
Coordinate with operations teams for smooth transaction processing.
Job Types: Full-time, Permanent
Pay: ₹250,000.00 - ₹500,000.00 per year
Perks:
Cell phone reimbursement
Health insurance
Internet reimbursement
Provident Fund
Work Location: In person
📌 Investment Advisor Chennai (India)
🏢 Vizza Fintech Private
📍 India
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