Mutual Fund Sales

🔹 About the Role

We are looking for a Customer Support Executive who has experience in mutual funds / financial services and is NISM certified. The role involves assisting investors/clients with queries related to mutual funds, transactions, investment portfolio support, redemptions, SIP handling, and providing product guidance.

🔹 Key Responsibilities

• Handle incoming calls, emails, WhatsApp queries, and investor support requests.

• Assist customers with mutual fund transactions including SIP, switches, redemptions, and account statements.

• Provide correct information about MF schemes, risk profiles, and product suitability.

• Assist clients in resolving issues related to KYC, FATCA, Nomination, and Folio details.

• Coordinate with AMCs / RTAs (CAMS, KFin etc.) for transaction or service escalations.

• Maintain customer interaction logs and ensure timely resolution of support tickets.

• Guide investors on platform/app usage and help in onboarding new customers.

• Ensure 100% compliance with SEBI & AMFI guidelines during customer communication.

🔹 Desired Candidate Profile

• NISM V-A Mutual Fund Distributors Certification is mandatory.

• 1–2 years of experience in customer support / investor services / mutual fund advisory.

• Strong understanding of mutual fund products, SIPs, ELSS, Debt, Hybrid & Equity schemes.

• Excellent communication skills (English & Hindi preferred).

• Customer-first attitude and ability to handle queries with patience and accuracy.

• Knowledge of transaction platforms, CAMS/KFin portal, and common MF documentation preferred.

🔹 Key Skills

Mutual Funds • Investor Support • Customer Service • NISM Certified • SIP Handling • KYC • FATCA • Transaction Processing • AMFI Guidelines • Problem Solving • Communication Skills

🔹 Salary Range - ₹18,000 – ₹30,000 per month

• It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 3 years of experience.