Opportunity Description
Job Title: Mutual Fund Advisor
Company: SipFund.com
Type: Full-time
Location: Bangalore
Experience: 1–4 Years
Eligibility: Commerce graduate or any business degree | NISM VA certified or Research Analyst certificate holder
About the Role
SipFund.com is looking for a Mutual Fund Advisor who can acquire, advise, and service retail investors. This is a client-facing role — you will be the person investors trust for guidance on where their money goes and why. You should be able to hold a confident, informed conversation about markets, funds, and investment strategy without overwhelming the client with jargon.
What You'll Do
- Acquire new mutual fund clients through phone outreach, inbound leads, and existing customer references
- Understand each client's financial goals, risk appetite, and investment horizon before rec...
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