Mutual Fund Advisor (with Banking And Field Support)
Job Description
We are looking for a Mutual Fund Advisor to join our team, who will also assist in occasional banking and fieldwork. The ideal candidate will have strong interpersonal skills, a passion for financial advisory, and the ability to manage multitasking responsibilities effectively.
Key Responsibilities:
• Mutual Fund Advisory
• Understand client needs and provide tailored mutual fund investment recommendations.
• Stay updated with market trends to provide accurate and strategic investment advice.
• Assist clients in completing necessary documentation for investments.
• Regularly review and manage client portfolios to ensure optimal performance.
• Banking Assistance
• Handle basic banking tasks as required, such as deposits, withdrawals, and liaising with bank officials.
• Support in managing financial paperwork related to client investments and banking.
• Field Work
• Visit clients for consultations and presentations when necessary.
• Assist in conducting on-site surveys or collecting client information.
• Ensure timely submission of documents or payments to relevant financial institutions.
Job Type: Full-time
Pay: From ?18,000.00 per month
Schedule:
• Day shift
Supplemental Pay:
• Yearly bonus
Experience:
• total work: 1 year (Preferred)
Language:
• English (Preferred)
• Hindi (Preferred)
• Gujarati (Preferred)
Work Location: In person
Speak with the employer
+91 8160014859
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Job Detail
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Job IdJD3504561
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGJ, IN, India
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EducationNot mentioned
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ExperienceYear