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Mutual Fund Advisor

CAMS Pvt Ltd
Experience : 0 to 3 Years
Education : M.Com, BBA/BBM, MA, BDS, BCA...
Location : Navi Mumbai(CBD-Belapur )
Per Month: Rs. 10,000 - Rs. 20,000
Job Role : BPO / Customer care (Domestic)
Posted on 29 Aug 19
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Job DescriptionLast Date 29 Sep 19

Job Role and Benefits :-

  • Helping investor in investing in Mutual Fund schemes and interacting regarding scheme related information, updating about NAV, Providing fund information and guidance through Inbound or Outbound calls, suggesting better investmentoptions. helping them to expand their portfolios.

  • Advisory Role i.e. Investment Advisor, Mutual Fund investment, KYC Clarification, Handling queries and grievances, Redemption, etc.

  • Not a sales profiles as you have to Maintain Portfolio of HNI Clients, Connect with them related to SIP Schemes, Redemption, KYC Verification and queries , Investment,etc.

  • Give information regarding current market trend and guide investors for investment procedure.

  • Opportunity to work with Corporate Clients.

  • Get Current Capital Market and Product Knowledge.

  • Get NISM Certificate with an On-Job training.

  • Great Opportunity to work with Register Financial Corporate.

Job Type : Full Time
Interview Type : Face to Face Interview