Mutual Fund Distributor

0 - 4 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining a fast-growing personal investment company dedicated to assisting individuals and families in achieving their financial objectives through personalized investment strategies. The company offers comprehensive financial planning services encompassing investment management, retirement planning, tax strategies, and estate planning. As a NISM-Series-V-A: Mutual Fund Distribators Certification Examination qualified candidate, your primary responsibility will be to distribute mutual funds, engage with clients, assist in client acquisition, plan investments, review portfolios regularly, and manage operational tasks. Your role as a mutual fund distributor will be pivotal in overseeing the day-to-day operations of the firm, ensuring seamless workflows, and upholding high service standards. Your duties will include providing exceptional client service by promptly and professionally addressing client inquiries and concerns. You will serve as a trusted mutual fund distributor to clients, grasp their investment goals, and offer suitable recommendations. Developing personalized investment strategies for clients and managing client reporting and communication to ensure the accurate and timely delivery of information will also be part of your responsibilities. Requirements for this position include being NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified, holding a Bachelor's degree in Finance, Business Administration, or a related field. Previous experience in operations management within the financial services industry is preferred but not mandatory. This is a full-time position that offers a performance bonus as part of the compensation package. The working schedule is during day shift hours, and the work location is in person. The expected start date for this role is 15/07/2025.,

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