Mutual Fund Specialist

About the job

We are looking for a knowledgeable and confident Mutual Fund Specialist who can guide clients over calls regarding mutual fund products and investment options. This is a voice-based role with no field work. The ideal candidate should be comfortable explaining financial concepts in simple language and building trust with clients over calls. Key Responsibilities: • Connect with clients over calls to discuss mutual fund options • Explain fund categories such as SIP, equity, and debt in a clear manner • Understand client requirements and suggest suitable solutions • Follow up with interested investors • Maintain proper call records and update CRM • Coordinate with internal team for smooth processing Requirements: • Graduate (Commerce/Finance preferred) • 1–3 years' experience in mutual fund sales or financial products • Basic understanding of mutual funds and market fundamentals • Strong communication skills in Hindi (English preferred) • Confident and ethical approach toward clients • NISM Certification preferred (mandatory if advisory role) Job Details: • Full-time (On-site) • 6 Days Working • Day Shift • Performance Based incentives

Requirements

• Client Communication
• Financial Advisory
• Sales
• CRM Management
• Market Knowledge

Qualifications

• Graduate

Preferred Technologies

• Client Communication
• Financial Advisory
• Sales
• CRM Management
• Market Knowledge

Benefits

• Performance Based incentives

About the company

Finowings® specializes in providing financial advisory services, particularly in mutual funds, guiding clients towards appropriate investment options.