Mutual Fund Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹20,000–40,000 a month
Location
Amritsar, Punjab
Work mode
On-site
Job type
Part time
Experience
1–3 yrs
Category
MF

Join our team in Amritsar as a part-time Mutual Fund Consultant, helping clients navigate their investment options.

Apply now

About the role

As a part-time Mutual Fund Consultant, you will play a crucial role in assisting clients with their investment strategies. Your primary responsibility will be to help clients understand various mutual fund products and guide them in making informed investment decisions tailored to their financial goals.

This position is perfect for individuals looking to launch their careers in finance or seeking flexible work arrangements. You will engage with clients to assess their financial objectives and recommend suitable mutual funds based on their needs.

Our client offers comprehensive support and training to help you enhance your consulting skills, ensuring you are well-equipped to provide valuable insights to clients. Join us to embark on a rewarding journey in the finance sector.

What you'll do

  • Guide clients on mutual fund investments
  • Assess clients' financial goals
  • Provide ongoing support and advice

What you'll need

  • Bachelor's degree in Finance or related field
  • 1-3 years of experience in a client-facing role
  • Strong interpersonal skills

Skills

Customer service Financial knowledge Communication

Good to have

Knowledge of investment products Sales experience

Benefits

  • Flexible working hours
  • Training and development
  • Incentives based on performance

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

Apply now

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Questions about this job

What are my core responsibilities?
You will provide guidance on mutual funds and assist clients with their investment strategies.
Is previous experience required?
1-3 years of experience in finance or customer service is preferred, but training will be provided.
How many hours will I work?
This is a part-time position, with flexible hours based on client availability.

Listing last updated

Mutual Fund Consultant

₹20,000–40,000 a month

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