Mutual Fund Advisor

Job Responsibilities:

• Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products
• Meet required AUM, investor acquisition, and AUM growth targets
• Provide personalized investment advice and portfolio management to clients

Required Qualifications:

• 3–7 years of experience in mutual fund advisory, wealth management, or related financial services
• Strong understanding of investment products and portfolio management