Mutual fund distributor

A Leading Company

0 Years

10000 - 15000 Monthly

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Posted: 26 Apr 25

Job Description

As a mutual fund distributor you will be sourcing clients for their investment. You have to educate clients about mutual fund and is benefits over long time. As you know mutual fund is best option available to build their Corpus. Anyone can join like student, retired person, house wives.

Key Responsibilities:

Client Acquisition and Relationship Building:
- Identify and reach out to potential investors through personal meetings, phone calls, emails, or referrals.
- Build and maintain strong relationships with clients to understand their financial needs and long-term goals.
- Meet with clients regularly to discuss new investment opportunities or review existing portfolios.
Investment Guidance and Portfolio Planning:
- Understand each client’s financial situation, risk tolerance, and investment goals.
- Recommend appropriate mutual fund schemes from various asset classes like equity, debt, hybrid, or ELSS.
- Explain the features, benefits, risks, and returns of mutual fund investments in a simple and transparent manner.
Mutual Fund Transactions and Operations:
- Assist clients in filling out mutual fund application forms (physical or online).
- Guide them in completing KYC (Know Your Customer) formalities and ensure proper documentation.
- Process investment transactions such as SIP (Systematic Investment Plans), lump sum investments, redemptions, and switches.
- Monitor client portfolios and provide regular performance updates.
Compliance and Record Keeping:
- Follow all regulatory guidelines set by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India).
- Maintain accurate records of client investments, transactions, and communications.
- Keep confidential information secure and respect client privacy at all times.
Product Knowledge and Market Awareness:
- Stay updated on the latest mutual fund schemes, NAVs (Net Asset Value), and fund house news.
- Monitor stock market trends, interest rates, and economic indicators that may impact investment performance.
- Attend training programs, webinars, or workshops organized by AMCs (Asset Management Companies) or industry bodies.
Target Achievement:
- Work towards achieving monthly, quarterly, and yearly sales and revenue targets.
- Generate business through new client acquisition, existing client upselling, and client referrals.
- Report performance and business progress to supervisors or managing partners.

More information about this Mutual fund distributor Job

Please go through the below FAQs to get all answers related to the given Mutual fund distributor job

What are the job requirements to apply for this Mutual fund distributor job position?
- Ans: A candidate must have a minimum of fresher as an Mutual fund distributor

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: 10th Pass (SSC)
What are the salary requirements for this job?
- Ans: The salary range is between 10000 and 15000 Monthly. The Salary will depend on the interview. This Mutual fund distributor is a Part Time in Kurnool, Patna, Kolkata.
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Mutual fund distributor is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Mutual fund distributor position?
- Ans: There are immediate 1 job openings for Mutual fund distributor in our Organisation.