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Mutual Fund Advisor

Fresher   Nagpur   25 Mar, 2026
Headstart Manpower Consultants
Job LocationNagpur
EducationNot Mentioned
SalaryNot Disclosed
IndustryNBFC ( Non Banking Financial Services )
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Hiring | Mutual Fund Advisor @ Nagpur | Wealth Management CompanyExperience: 3yrs preferred in Mutual Fund Advisory roleCTC: 3-7LPA (negotiable for right match)Prefer: NISM/AMFI certified FemaleCONTACT KOMAL @ 95hidden_mobile7hidden_email| job code:MFmpwNgpKBC26About Employer: specializes in wealth management, mutual funds, and financial planning, helping individuals and businesses achieve long-term financial security. They have various subsidiary businesses into Insurance Broking, Cooperative Society, Logistics, Cement, Real Estate, and many others.Role OverviewThe Mutual Fund Advisor will be responsible for guiding clients in selecting and managing mutual fund investments aligned with their financial goals, risk appetite, and market opportunities. This role requires strong analytical skills, client relationship management, and regulatory compliance awareness.Key Responsibilities
    • Client Advisory: Assess client financial needs, risk profiles, and investment objectives to recommend suitable mutual fund products.
    • Portfolio Management: Monitor and review client portfolios, ensuring optimal asset allocation and performance.
    • Market Insights: Stay updated on mutual fund schemes, NAV trends, and industry developments to provide informed advice.
    • Business Development: Identify new clients, build long-term relationships, and expand companys mutual fund client base.
    • Compliance: Ensure adherence to SEBI regulations, KYC norms, and internal compliance standards.
    • Reporting: Prepare periodic investment reports and performance reviews for clients.
    Qualifications
    • Bachelors degree in Finance, Commerce, Economics, or related field (MBA/CFP preferred).
    • AMFI/NISM certification in mutual fund distribution is mandatory.
    • 2-5 years of experience in financial advisory, wealth management, or mutual fund distribution.
    • Strong knowledge of mutual fund products, taxation, and investment strategies.
    Skills & Competencies
    • Excellent communication and interpersonal skills.
    • Analytical mindset with ability to interpret financial data.
    • Client-centric approach with strong relationship-building skills.
    • Proficiency in MS Excel, financial tools, and CRM platforms.
    CONTACTKOMAL @ 95hidden_mobile7hidden_email | job code: MFmpwNgpKBC26NOTE: Headstart does not charge candidates for job placement.

Keyskills :
hni salesmutual fundsinvestment advisoryfinancial advisorywealth managementmutual funds saleshni client handlingnism

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