About the Company
- Conduct Zoom meetings with prospective clients to explain mutual fund plans.
- Guide clients on investment options based on their goals and risk appetite.
- Address queries and provide clear, professional investment advice.
- Maintain regular follow-ups and long-term client relationships.
- Ensure smooth onboarding and ongoing support for mutual fund investors.
- Good understanding of mutual funds, SIPs, and basic financial planning.
- NISM Series V-A (Mutual Fund Distributor) certification is a plus (not mandatory).
- Strong verbal and written communication in English.
- Confident with Zoom/virtual meetings and remote client handling.
- Motivated, organized, and eager to grow in the investment advisory space.
- Monthly Salary: ₹20,000 to ₹35,000
- Other Benefits:
- Cell phone reimbursement
- Health insurance
- Paid time off
- Training & internal growth opportunities
- Mon�Fri: 8:45 AM � 5:30 PM
- Sat: 10:00 AM � 2:00 PM
- Trusted financial brand in North India since 1992
- Inbound leads provided � no lead generation required
- Opportunity to handle clients across India from Day One
- Regular training and career growth in wealth advisory
- Supportive and professional team environment
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹35,000.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Paid time off
Schedule:
- Day shift
Work Location: In person
Salary
Hourly based
Remote Job
Worldwide
Job Overview
Location
CH , India
