Mutual Fund Representative

Company Description

mNivesh is a top-ranking distributor of mutual funds in India, recognized among the top five in Delhi. Established in 2006, mNivesh has built a strong reputation for offering diverse investment products, including stocks, insurance, fixed deposits, bonds, and debentures. With an actively managed Assets Under Management (AUM) of 450-475 Crore INR solely in mutual funds, the company is committed to helping clients achieve their financial milestones. mNivesh provides consistent and reliable services to clients across the globe.

Role Description

This is a full-time, on-site position for a Mutual Fund Representative based in Delhi, India. The role involves providing expert guidance to clients on mutual fund investments, managing individual portfolios, and delivering exceptional customer service. The Mutual Fund Representative will assist clients in achieving their financial goals through investment strategies and ensure compliance with financial regulations.

Experience-1 to 3 years

Qualifications

• Knowledge of Investments, Finance, and Mutual Funds
• Experience in Portfolio Management and building effective investment strategies
• Strong Customer Service skills, including communication and relationship management
• Analytical skills and attention to detail for assessing financial products
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred
• Certification in mutual funds or investment management will be an advantage
• NISM V necessary