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Job details:
Job Summary:
We are looking for a dynamic Mutual Fund Distributor with hands-on experience in handling products from leading AMCs like SBI Mutual Fund and ICICI Prudential Mutual Fund. The candidate will be responsible for client acquisition, investment advisory, and portfolio management.
Key Responsibilities:
- Act as an intermediary between Asset Management Companies (AMCs) and investors
- Promote and distribute mutual fund products from AMCs
- Acquire new clients and maintain strong relationships with existing investors
- Understand client financial goals and provide suitable investment solutions
- Execute transactions like SIP, lump sum investments, redemptions, and switches
- Monitor and review client portfolios regularly
- Stay updated with market trends, NAV performance, and fund analysis
- Ensure compliance with AMFI guidelines and regulatory requirements
Key Skills Required:
- Strong knowledge of mutual fund and financial markets
- Sales and client relationship management skills
- Good communication and presentation skills
- Ability to explain financial concepts in simple terms
- Target-driven and result-oriented mindset
Qualifications:
MBA in Finance / Business
AMFI/ NISM Certification (preferred)
Preferred Experience:
Experience-5 to 6 years
Experience working with AMCs like SBI Mutual Fund, ICICI Prudential Mutual Fund, or other leading fund houses
Exposure to retail/HNI client handling is mandatory
Experience in wealth management / financial advisory
Click on Apply to know more.