Mutual Fund Distributor
Job Description
How to Apply:
Send your resume to Jobmatchmakers@gmail.com
Position: Mutual Fund Distributor
Experience: 1–3 Years
Location: Goregaon, Mumbai
Job Description:
We are seeking a knowledgeable and client-focused Mutual Fund Distributor to join our team in Goregaon, Mumbai. The ideal candidate will be responsible for advising clients on mutual fund investments and building long-term financial relationships.
Responsibilities:
Assist clients in understanding and selecting appropriate mutual fund schemes
Conduct risk profiling and financial needs analysis
Educate clients about market trends and investment options
Ensure compliance with regulatory and documentation requirements
Build and maintain a portfolio of clients and regularly follow up for service and investment reviews
Achieve individual and team sales targets
Requirements:
1–3 years of experience in mutual fund distribution or financial advisory
Certified Mutual Fund Distributor (NISM V-A qualified)
Strong knowledge of mutual fund products and market dynamics
Excellent communication and interpersonal skills
Customer-centric approach with good relationship management skills
Ability to work independently and handle client portfolios
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