Investment Advisor

Role Overview:

We are looking for a Mutual Fund Investment Advisor to guide clients on SIP and lump sum investments, build client relationships, and support wealth creation.

Key Responsibilities

• Advise clients on mutual fund investments based on their financial goals and risk profile.

• Promote SIP, lump sum investments, and portfolio diversification strategies.

• Acquire new clients and maintain strong relationships with existing investors.

• Monitor client portfolios and provide periodic review and rebalancing recommendations.

• Explain market trends, fund performance, and investment opportunities to clients.

• Ensure compliance with AMFI, SEBI, and regulatory guidelines.

• Coordinate with operations teams for smooth transaction processing.

Qualifications

· NISM V-A / AMFI Certification Required

· Experience in Mutual Fund / Wealth Advisory preferred

· Strong client relationship skills