Location
bengaluru urban
Job Type
Full-time
Posted
June 10, 2026
Job Description
Job Title: Mutual Fund Advisor
Company: Sip
Type: Full-time
Location: Bangalore
Experience: 1–4 Years
Eligibility: Commerce graduate or any business degree | NISM VA certified or Research Analyst certificate holder
About the Role
Sip is looking for a Mutual Fund Advisor who can acquire, advise, and service retail investors. This is a client-facing role — you will be the person investors trust for guidance on where their money goes and why. You should be able to hold a confident, informed conversation about markets, funds, and investment strategy without overwhelming the client with jargon.
What You'll Do
Acquire new mutual fund clients through phone outreach, inbound leads, and existing customer references Understand each client's financial goals, risk appetite, and investment horizon before recommending any product Recommend suitable mutual fund schemes — equity, debt, hybrid, SIP, lump sum — based on cli...