Job Title: Investment Advisor – Mutual Funds

Location: Bangalore (Hybrid)

Experience: 1–4 years

Function: Advisory/Client Management

Role Overview

You’ll handle retail investors and guide them with MF portfolios through AssetPlus’ digital platform.

Key Responsibilities

• Conduct financial assessment & recommend goal-based MF portfolios.

• Manage SIP/STP/SWP strategies for clients.

• Track mutual fund performance & rebalance portfolios.

• Conduct client calls, explain risk profiles, and onboard investors.

• Maintain CRM data, follow SEBI compliance.

Requirements

• NISM VA mandatory.

• Strong MF knowledge (equity, hybrid, debt, ELSS).

• Communication + advisory skills.

• Analytical thinking.

Salary

₹4 LPA – ₹8 LPA + incentives