Mutual Fund Advisor

Were Hiring | Senior Mutual Fund Advisor / Wealth Manager (Mutual Funds)

Location: Kolkata

Employment Type: Full-time | On-roll

We are in the process of strengthening and scaling our Mutual Fund Advisory and Wealth Management division and are looking to onboard a mediumsenior level Mutual Fund Advisor to join our core team.

This role is suited for professionals who have a long-term, relationship-driven approach to wealth creation and are keen to take ownership of client advisory and AUM growth.

Key Responsibilities

• Advise clients on mutual fund investments across equity, debt, hybrid, passive and international funds
• Design and manage goal-based portfolios for clients using SIPs, lump-sum investments, STPs and SWPs
• Conduct periodic portfolio reviews, rebalancing, and performance discussions
• Manage and grow mutual fund AUM across retail, HNI and family clients
• Convert existing broking / equity clients into long-term mutual fund investors
• Act as the primary point of contact for assigned clients and build enduring relationships
• Stay updated on market developments, fund performance, AMC strategies and regulatory changes
• Ensure complete AMFI and SEBI compliance in all advisory and distribution activities

Candidate Profile

• 510 years of relevant experience in mutual fund advisory, wealth management, private banking or distribution
• AMFI Registered Mutual Fund Distributor (mandatory)
• Demonstrated track record of AUM growth and client retention
• Strong understanding of asset allocation and mutual fund taxation basics
• Comfortable engaging with HNI and long-term investors
• High level of professionalism, integrity and client orientation

Additional certifications such as CFP, CWM or NISM modules will be an added advantage.

What We Offer

• Competitive fixed compensation with performance-linked incentives
• Opportunity to be part of a growing and scalable wealth advisory platform
• Access to an existing broking and equity client base
• High ownership and direct interaction with senior leadership
• Stable environment with long-term career growth prospects