Mutual Fund Advisory Expert

Gepl Capital; India; Remote; INR 250,000 - 400,000; Full time

Job summary

GEPL Capital Private Limited in Mumbai is seeking enthusiastic individuals for its mutual funds advisory team. The role offers learning and growth opportunities in the financial services industry with hands-on exposure to investor interactions.

Candidates with at least 6 months of experience in mutual funds or finance, and NISM Mutual Fund Module certification, are welcome. Fresh graduates may apply and can grow a long-term career in the local asset management sector.

Qualifications

• Minimum 6 months experience in mutual funds or financial services.
• NISM Mutual Fund Module certification mandatory.
• Graduation in any discipline.

Responsibilities

• Follow up with investors and generate new business.
• Coordinate portfolio reviews and rebalancing.
• Maintain client relationships and handle investor queries.
• Process mutual fund transactions and manage back-office operations.

Skills

Mutual funds

Investors follow-up

Customer service

Education

Any Graduate

NISM Mutual Fund Module

Job description

Job Summary

We are looking for enthusiastic and motivated individuals with a passion for mutual funds and portfolio management to join our advisory team. This role offers excellent learning and growth opportunities in the financial services industry.

Job Details

• Job Title: Mutual Fund Advisory
• Location: Colaba, Mumbai
• Experience: Minimum 6 months (Freshers may apply)
• Qualification: Any Graduate
• Certification: NISM - Mutual Fund Module (Mandatory)
• Company: GEPL Capital Private Limited

Key Responsibilities

• Follow up with investors and generate new business
• Coordinate portfolio reviews and rebalancing
• Maintain client relationships and handle investor queries
• Process mutual fund transactions and manage back-office operations

Who Can Apply

• Candidates with minimum 6 months of experience in mutual funds or financial services
• Freshers with NISM Mutual Fund certification and strong interest in finance are welcome
• Candidates looking to build a long-term career in the financial services industry

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.