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 recommending any product Recommend suitable mutual fund schemes — equity, debt, hybrid, SIP, lump sum — based on client profile Service existing clients — process transactions, hand...

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