Investment Counselor

YourMoneyWise; Delhi; On-site; INR 800,000 - 1,500,000; Full time

Job summary

YourMoneyWise in Delhi NCR is seeking a Mutual Fund Advisor to guide retail and HNI clients on fund investments and explain product features. You will help clients achieve their financial goals and build lasting relationships while expanding the client base.

Ideal candidates hold an MBA in Finance or equivalent, with mandatory NISM Series V-A certification and strong communication and presentation skills.

Qualifications

• MBA in Finance or equivalent qualification is required.
• NISM Series V-A Mutual Fund Distributors certification is mandatory.
• Strong communication and presentation skills are essential.
• Knowledge of various investment products and market trends is desirable.

Responsibilities

• Advise retail and HNI clients on mutual fund investments and explain product features.
• Help clients achieve their financial goals and build long-term relationships.
• Expand the client base through proactive service and advisory activities.

Skills

Communication skills

Presentation skills

Investment knowledge

Education

MBA in Finance or equivalent

NISM Series V-A Mutual Fund Distributors

Job description

Delhi NCR, India Full Time 8-15 LPA + Incentives 2-5 years

Description

Advise retail and HNI clients on mutual fund investments, explain product features, and help them achieve their financial goals. Build long-term client relationships and expand client base.

Requirements

• MBA in Finance or equivalent qualification
• NISM certifications (Series V-A Mutual Fund Distributors) mandatory
• Strong communication and presentation skills
• Knowledge of various investment products and market trends