Job Description

Company Description SaralWealth is an AMFI registered Mutual Fund Distributor offering a range of financial products and services. The organization provides access to mutual funds, insurance solutions, stock trading, National Pension System (NPS), and loan services to help clients meet their financial goals. SaralWealth focuses on delivering suitable investment options and comprehensive financial guidance for individuals and families. The company values ethical practices, regulatory compliance, and client-centric service in all its engagements.
Role Description This is a part-time remote role for an AMFI registered Mutual Fund Distributor. The role involves advising clients on mutual fund investments, explaining product features, risks, and benefits, and helping them select suitable schemes based on their financial objectives. The distributor will assist clients with account opening, documentation, and transaction processing, while ensuring compliance with AMFI and regulatory guidelines. Day-to-day tasks include monitoring client portfolios, sharing performance updates, and recommending portfolio rebalancing when needed. The role also includes building and maintaining client relationships, responding to queries, and coordinating with service providers for mutual funds, insurance, stock trading, NPS, and loans as required.
Qualifications

Valid AMFI registration and required certifications to distribute mutual funds.
Strong knowledge of mutual funds, basic stock market concepts, insurance products, NPS, and loan offerings.
Ability to assess client risk profiles, financial goals, and recommend appropriate investment options.
Proficiency in using online platforms and digital tools for remote client servicing and transaction processing.
Clear and professional communication skills, with the ability to explain financial concepts in simple terms.
Ethical, client-focused approach with attention to regulatory compliance and documentation accuracy.
Prior experience in financial services, wealth management, or investment advisory is preferred.
Minimum educational qualification in finance, commerce, business, or a related field is an advantage.