Job Title: Mutual Fund Advisory
Location: Colaba, Mumbai (HO)
Experience: Minimum 6 months (Freshers may apply)
Qualification: Any Graduate
Certification: NISM Mutual Fund Module (Mandatory)
Company: GEPL Capital Private Limited
About the Company
GEPL Capital Private Limited is a leading financial services firm and the proud winner of the Maharashtra Best Employer Brand Award 2018.With a nationwide presence of over 100 offices and a client base of 30,000+ clients across India, GEPL is a registered member of BSE, NSE, MCX, NCDEX, CDSL, WDM, and Insurance sectors.GEPL believes in nurturing talent, providing industry exposure, ample growth opportunities, and maintaining a healthy work-life balance.
Website: http://www.geplcapital.com/
Job Description
We are looking for enthusiastic and motivated individuals with a passion for mutual funds and portfolio management to join our advisory team. This role offers excellent learning and growth opportunities in the financial services industry.
Key Responsibilities
- Follow up with investors and generate new business
- Coordinate portfolio reviews and rebalancing
- Maintain client relationships and handle investor queries
- Process mutual fund transactions and manage back-office operations
Who Can Apply
- Candidates with minimum 6 months of experience in mutual funds or financial services
- Freshers with NISM Mutual Fund certification and robust interest in finance are welcome
- Candidates looking to build a long-term career in the financial services industry
How to Apply
Interested candidates may send their updated CV along with the following details to:
•
[email protected]
Mandatory Details to Share:
- Full Name
- Date of Birth
- Current Residential Area (Mumbai)
- Current/Last Company & Job Role
- Current/Last CTC
- Expected CTC
- Educational Qualification & Certifications
- Total Experience (Years)
- Relevant Experience (as per JD)
- Notice Period
- Reason for Job Change
- Remarks (Relevant knowledge or projects handled)
📌 Mutual Fund Advisor (Mumbai)
🏢 Gepl Capital
📍 Mumbai