Investment Advisor

FundVizer is seeking a detail-oriented and knowledgeable Investment (Mutual Fund SIP) Specialist to manage operational aspects of mutual fund investments and provide basic fund advisory support. The ideal candidate will have hands-on experience with mutual fund SIPs, including onboarding, fund selection, investment scheduling, and client interaction.

Key Responsibilities:

Assist in end-to-end operational handling of Investment transactions

Analyze and suggest appropriate mutual fund schemes based on risk profile, investment horizon, and goals

Keep track of fund performance and update clients or internal teams on fund status

Help schedule SIPs and monitor monthly contributions and execution

Maintain documentation, client records, and ensure compliance with regulatory requirements

Provide basic guidance on when and where to invest based on market trends and client needs

Coordinate with clients, agents, mutual fund houses, and platforms as needed

Key Requirements:

Proven experience (2+ years) in mutual fund operations, preferably with SIP focus

Good Knowledge of mutual fund products, types, and AMFI/NISM certification

Familiarity with mutual fund platforms

Ability to read and interpret fund fact sheets and performance reports

Strong communication and client-handling skills

Basic understanding of asset allocation and financial planning

Job Types: Full-time, Permanent

Pay: ₹240,000.00 - ₹360,000.00 per year

Benefits:

• Health insurance

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus
• Quarterly bonus
• Yearly bonus

Work Location: In person

Speak with the employer
+91 9828870094