Walk-in || Mutual Fund Dealer / Investment Executive

Role & responsibilities

• Assist clients with mutual fund investments and transactions.
• Understand client requirements and risk profile.
• Explain suitable mutual fund investment options.
• Handle SIP registrations, purchases, redemptions, and switches.
• Follow up with existing clients for additional investments and SIPs.
• Maintain client records and transaction details.
• Monitor client portfolios and provide periodic updates.
• Develop new client relationships and generate business.
• Coordinate with AMCs/platforms for transaction-related requirements.
• Ensure proper documentation and compliance.

Preferred candidate profile

• Graduate in any discipline; Finance/Commerce preferred.
• 03 years of experience in mutual funds, investment products, wealth management, banking, or financial services.
• Good knowledge of mutual funds, SIP, lump-sum investments, redemption, and switching.
• Understanding of equity, debt, hybrid, index, and other mutual fund categories.
• Ability to understand client financial goals and risk appetite.
• Good communication and client relationship-management skills.
• Ability to explain mutual fund products and investment options to clients.
• Basic knowledge of financial markets and investment risk.
• Comfortable using computers, Excel, and online investment platforms.
• Strong follow-up and customer-service skills.
• Target-oriented and willing to build and maintain client relationships.

Perks and benefits