Mutual Fund Advisor

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 recommending any product
• Recommend suitable mutual fund schemes — equity, debt, hybrid, SIP, lump sum — based on client profile
• Service existing clients — process transactions, handle queries, and resolve operational issues end to end
• Conduct regular portfolio reviews and proactively reach out to clients when rebalancing or action is warranted
• Keep clients informed about market developments, fund performance, and changes in the investment environment
• Stay current on SEBI and AMFI guidelines, market trends, NAV movements, and fund category shifts
• Maintain accurate client records and ensure all documentation is KYC and compliance-ready

You Should Have

• Graduate degree in Commerce, Business Administration, or a related discipline — mandatory
• NISM Series VA (Mutual Fund Distributors) certification — mandatory; Research Analyst (NISM Series XV) is a strong plus
• 1–4 years of experience advising or servicing mutual fund investors
• Sound understanding of basic investment principles — compounding, asset allocation, risk-return, rupee cost averaging
• Familiarity with the Indian investment environment — equity markets, interest rate cycles, inflation impact on portfolios
• Experience handling investor queries, SIP management, redemptions, and portfolio-level discussions
• Proficiency in spoken and written English — mandatory
• Working knowledge of Kannada — strong advantage for client servicing in Bangalore

You Are

• Genuinely interested in markets and investing — you follow developments, not just track fund NAVs
• A patient listener who understands client needs before pitching products
• Proactive — you reach out to clients before they need to reach out to you
• Comfortable on the phone — acquisition calls, follow-ups, and review calls don't intimidate you
• Detail-oriented on compliance and documentation without being slowed down by it
• Honest in advice — you recommend what suits the client, not what earns the most commission

Why SipFund.com

• Work at the intersection of insurance and wealth advisory — a rare combination for client-facing professionals
• Build client book with full company support for leads, operations, and compliance
• Fixed salary plus performance-linked incentives on AUM growth and client acquisition
• Direct mentorship from senior leadership
• Strong performers considered for senior advisory and team leadership roles

Corporate Office (Registered Address):

Sip Fund Pvt. Ltd., First Floor, Back Side of ICICI Bank, 91/1, Infantry Rd, Nagar, Bengaluru, Karnataka, India – 560001

Mobile: +91 9606045762 Email: kowsalya**@vgibrokers.com**

Pay: ₹300,000.00 - ₹700,000.00 per year

Benefits:

• Provident Fund

Work Location: In person