Investment Product Advisor

About Role :

We’re seeking a dynamic and driven individual to join our Mutual Funds Sales team in Mumbai and also Pune. This entry-level role is ideal for recent graduates or early-career professionals who are passionate about finance, customer engagement and helping clients grow their wealth through mutual fund investments.

Key Responsibilities :

• Promote and sell mutual fund products to retail clients
• Build and maintain strong relationships with clients to understand their investment needs
• Educate clients on mutual fund options, risk profiles, and expected returns
• Assist clients with account opening, KYC compliance, and transaction processing
• Achieve monthly sales targets and contribute to overall business growth
• Stay updated on market trends, fund performance, and regulatory guidelines
• Participate in marketing campaigns, investor awareness programs, and client events

Qualifications & Skills :

• Bachelor’s degree in Finance, Commerce, Business Administration, or related field with an experience of upto 3 years.
• Strong communication and interpersonal skills
• Basic understanding of mutual funds and financial markets. Insurance knowledge will be added advantage
• Proficiency in MS Office
• AMFI certification (or willingness to obtain within 3 months of joining)

What We Offer

• Competitive salary with performance-based incentives (Fixed Annual CTC) + Travel Allowances + PF & Health Insurance
• Career growth opportunities within the financial services sector

Supportive work environment with a focus on learning and development