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Partner - Mutual Fund Distributor
Partner - Mutual Fund DistributorVALUETE • surat, gujarat, in
Partner - Mutual Fund Distributor

Partner - Mutual Fund Distributor

VALUETE • surat, gujarat, in
19 hours ago
Job description

Role Description

This is a part-time remote role for a Partner - Mutual Fund Distributor. The Partner will be responsible for managing client relationships, assisting clients in investments, researching market opportunities, maintaining records of transactions, and keeping up-to-date with market trends. The role also requires providing clients with investment advice to align with their financial goals and ensuring compliance with relevant policies and regulations.

Introducing a Secure High-Yield Lending Opportunity

An exclusive lending product designed to deliver 12–16% annual returns with robust downside protection through asset-backed structures.

Risk Management & Security

  • Overcollateralized Lending : Capital is always protected by collateral worth 2x the loan.
  • Multisig Custody : Collateral is secured in multi-signature wallets, ensuring absolute safety of pledged assets with lenders as part of shared custody
  • Legal Safeguards : Structured via an LLP with arbitration clauses, making agreements enforceable under Indian contract law.

Here's a product video https : / / www.youtube.com / watch?v=A9reLUtTIco ( must watch before hitting apply )

What we offer : Salary + Competitive commissions

Location Preference : Remote

Employment Type : Part-time

Qualifications

  • Experience with mutual fund distribution, investment advisory, and financial product knowledge
  • Proficiency in understanding market trends, conducting research, and identifying investment opportunities
  • Ability to build and maintain strong client relationships and offer personalized investment solutions
  • Excellent organizational and time-management skills for managing client portfolios and records
  • Effective communication and presentation skills to convey financial plans and strategies
  • Relevant certifications such as AMFI / NISM certification, or a willingness to obtain them, is an advantage
  • Prior experience in financial services, wealth management, or a related domain is preferred
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    Partner • surat, gujarat, in

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