Manage and monitor mutual fund portfolios based on clients’ financial goals and risk profiles.
Advise clients on suitable mutual fund schemes, SIPs, and investment strategies.
Generate current business through client acquisition, referrals, and relationship management.
Track market trends and fund performance and provide timely investment recommendations.
Ensure accurate documentation, transaction processing, and compliance with regulatory requirements.
Pay: ₹30,000.00 - ₹35,000.00 per month
Perks:
Cell phone reimbursement
Adaptable schedule
Paid sick time
Paid time off
Education:
Bachelor's (Preferred)
Experience:
Mutual Fund: 2 years (Preferred)
Work Location: In person
📌 Mutual Fund Advisor Janbazar (India)
🏢 Praxiom Solutions
📍 India
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