Mutual Fund Advisor

Job Title: Mutual Fund Advisor

Company: SipFund.com

Type: Full-time

Location: Bangalore

Experience: 1–4 Years

Eligibility: Commerce graduate or any business degree | NISM VA certified or Research Analyst certificate holder

About the Role

SipFund.com is looking for a Mutual Fund Advisor who can acquire, advise, and service retail investors. This is a client-facing role — you will be the person investors trust for guidance on where their money goes and why. You should be able to hold a confident, informed conversation about markets, funds, and investment strategy without overwhelming the client with jargon.

What You'll Do

• Acquire new mutual fund clients through phone outreach, inbound leads, and existing customer references
• Understand each client's financial goals, risk appetite, and investment horizon before rec...

Ready to Apply?

Submit your application today and join our talented team at SIPFund Pvt. Ltd..