Mutual Fund Advisor Nashik (India)

Mutual Fund Advisor Nashik (India)

07 Sep
|
ADIRA INVESTMENTS
|
India

07 Sep

ADIRA INVESTMENTS

India

Client Assessment: Understanding client goals, risk appetite, and financial situation to recommend suitable schemes.
Investment Advisory: Providing insights into market trends, fund performance, and investment strategies.
Portfolio Management: Assisting with portfolio review, rebalancing, and switching funds when necessary.
Regulatory Compliance: Ensuring compliance with SEBI and AMFI regulations.
Administrative Support: Sending reminders for SIP dates, managing paperwork, and assisting with transactions.

Job Types: Full time, Permanent, Fresher, Internship
Contract length: 3 months

Pay: From ₹12,000.00 per month

Perks:
Cell phone reimbursement
Adaptable schedule

Work Location: On the road

📌 Mutual Fund Advisor Nashik (India)
🏢 ADIRA INVESTMENTS
📍 India

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