MUTUAL FUND DISTRIBUTOR

Company Description Mutual Fund Distributor AMFI Registered is a financial services provider focused on offering mutual fund investment solutions to a diverse client base. As an AMFI-registered distributor, the organization adheres to regulatory guidelines and industry best practices to ensure transparent and compliant investment services. The company aims to help clients build long-term wealth through appropriate fund selection and disciplined investment planning. Team members work closely with individual and institutional investors to deliver professional and trustworthy advisory support. The environment encourages ethical conduct, continuous learning, and client-centered service.
Role Description This is a full-time, on-site role based in Lucknow for a Mutual Fund Distributor. The role involves meeting with existing and potential clients to understand their financial goals, risk tolerance, and investment preferences, and recommending suitable mutual fund schemes accordingly. The Mutual Fund Distributor will handle client onboarding, KYC documentation, transaction execution, and portfolio tracking, while ensuring adherence to AMFI and regulatory standards. Daily tasks include monitoring market trends, updating clients on portfolio performance, and conducting periodic reviews to align investments with changing client needs. The role also includes maintaining detailed records, coordinating with fund houses, participating in investor awareness activities, and supporting business growth through ethical sales and relationship management.
Qualifications
Candidates should possess strong knowledge of mutual funds, basic financial planning concepts, and an understanding of capital markets and regulatory guidelines.
Candidates should possess skills in client relationship management, consultation, and the ability to explain financial products clearly and confidently.
Candidates should possess sales and business development skills, including prospecting, follow-up, and maintaining long-term client engagement.
Candidates should possess organizational and administrative skills, including accurate documentation, record-keeping, and compliance with AMFI and KYC norms.
AMFI/NISM certification as a mutual fund distributor (or eligibility and willingness to obtain it promptly) is required or strongly preferred.
A bachelor’s degree in finance, commerce, business, or a related field is beneficial; relevant experience in financial services or sales is an advantage.
Candidates should possess good written and verbal communication skills in English and local languages, along with proficiency in basic computer and online transaction platforms.
Ability to work ethically, meet targets responsibly, and maintain a client-centric approach in a fast-paced on-site environment in Lucknow.

Work arrangement
No