Mutual fund advisor

Job Title: Mutual Fund Advisor
Company: Sip 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
Sip 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 recommending any product
Recommend suitable mutual fund schemes — equity, debt, hybrid, SIP, lump sum — based on client profile
Service existing clients — process t...