Hiring | Mutual Fund Advisor @ Nagpur | Wealth Management Company

Experience: 3yrs+ preferred in Mutual Fund Advisory role

CTC: 3-7LPA (negotiable for right match)

Prefer: NISM/AMFI certified Female

CONTACT KOMAL @ 95611 15227

headstart@headstartindia.org | job code: MFmpwNgpKBC26

About Employer: specializes in wealth management, mutual funds, and financial planning, helping individuals and businesses achieve long-term financial security. They have various subsidiary businesses into Insurance Broking, Cooperative Society, Logistics, Cement, Real Estate, and many others.

Role Overview

The Mutual Fund Advisor will be responsible for guiding clients in selecting and managing mutual fund investments aligned with their financial goals, risk appetite, and market opportunities. This role requires strong analytical skills, client relationship management, and regulatory compliance awareness.

Key Responsibilities

• Client Advisory: Assess client financial needs, risk profiles, and investment objectives to recommend suitable mutual fund products.
• Portfolio Management: Monitor and review client portfolios, ensuring optimal asset allocation and performance.
• Market Insights: Stay updated on mutual fund schemes, NAV trends, and industry developments to provide informed advice.
• Business Development: Identify new clients, build long-term relationships, and expand company's mutual fund client base.
• Compliance: Ensure adherence to SEBI regulations, KYC norms, and internal compliance standards.
• Reporting: Prepare periodic investment reports and performance reviews for clients.

Qualifications

• Bachelors degree in Finance, Commerce, Economics, or related field (MBA/CFP preferred).
• AMFI/NISM certification in mutual fund distribution is mandatory.
• 2-5 years of experience in financial advisory, wealth management, or mutual fund distribution.
• Strong knowledge of mutual fund products, taxation, and investment strategies.

Skills & Competencies

• Excellent communication and interpersonal skills.
• Analytical mindset with ability to interpret financial data.
• Client-centric approach with strong relationship-building skills.
• Proficiency in MS Excel, financial tools, and CRM platforms.

CONTACT

KOMAL @ 95611 15227

headstart@headstartindia.org | job code: MFmpwNgpKBC26

NOTE: Headstart does not charge candidates for job placement.