Mutual Fund Advisor

Were Hiring | Senior Mutual Fund Advisor / Wealth Manager (Mutual Funds)

Location: Kolkata

Employment Type: Full-time | On-roll

We are in the process of strengthening and scaling our Mutual Fund Advisory and Wealth Management division and are looking to onboard a mediumsenior level Mutual Fund Advisor to join our core team.

This role is suited for professionals who have a long-term, relationship-driven approach to wealth creation and are keen to take ownership of client advisory and AUM growth.

Key Responsibilities

• Advise clients on mutual fund investments across equity, debt, hybrid, passive and international funds
• Design and manage goal-based portfolios for clients using SIPs, lump-sum investments, STPs and SWPs
• Conduct periodic portfolio reviews, rebalancing, and...