Mutual Fund Advisor MONALISA MANPOWER MANAGEMENT LLP

About MONALISA MANPOWER MANAGEMENT LLP

Job Description

Urgent Hiring: Mutual Fund Advisor Mumbai (Dadar East)

Location: Dadar East, Mumbai (5 minutes walk from station)
Company: A reputed financial advisory firm (Client of ours)
Department: Mutual Funds | Insurance | Fixed Income | Capital Market | Real Estate
Job Type: Full Time | Work From Office Only
Joining: Immediate to 15 days preferred

Designation: Mutual Fund Advisor

Qualification:

• B.Com / BMS / BBA (Finance/Investment background preferred)

Experience:

• 1 to 3 years in financial advisory / mutual fund sales / investment consulting

Salary:

• Up to 2.4 LPA (Based on interview performance)

Key Responsibilities:

• Analyze mutual fund schemes and recommend suitable funds to clients

• Understand investor goals and assess risk appetite

• Suggest portfolio rebalancing strategies for performance optimization

• Provide guidance and insights on client portfolios

• Assist with payment collections and investment documentation

Skills Required:

• Knowledge of mutual funds, insurance, capital markets

• Good communication skills (local language + basic English)

• Client relationship management

• Computer proficiency (MS Office/Finance tools)

• Strong analytical and problem-solving skills

Ideal Candidate:

• 13 years of experience in investment advisory

• Confident, well-spoken, and target-driven

• Immediate joiner or within 1015 days