Salary period
Hourly
Education level
12th Pass
Position type
Part-time
Years of experience
2-3
Salary
300 - 500
A Mutual Fund Specialist educates customers about mutual fund investment options, risk levels, and expected returns. They assist with account opening, KYC, SIP registrations, and portfolio reviews. The role involves monitoring market trends, analyzing fund performance, and recommending suitable schemes aligned with customer objectives. Specialists must maintain regulatory compliance and ensure customers understand investment risks. Strong financial knowledge, communication skills, and customer-focused service are essential. They help customers make informed investment decisions and achieve long-term financial goals.
