Mutual Fund Advisor

Mutual Fund Expert/ Advisor

Full time. Remote. Salaried

THE ROLE

You are the named expert for a set of customers, from their first conversation onwards.

We send you customers. You will not be cold calling, buying leads or chasing referrals. Your first conversation is 45 minutes, understanding what someone is trying to do with their money and telling them honestly where they stand. From there you build a portfolio that fits, put it in place, and stay with them as it grows: reviews, rebalancing, and being the person they message when markets move or something changes at home.

Everything runs on the GoReach platform. You work under our master ARN with your own EUIN, and we handle AMC empanelment, BSE StAR, reconciliation and compliance.

WHAT YOU WILL DO

• Speak to the customers we send you and onboard the ones who are a good fit
• Understand each customer's goals and their appetite for risk
• Build the portfolio. The platform helps, your judgement leads
• Execute SIP and lump sum investments on the platform
• Review, rebalance and stay in touch with customers through regular connects

WHAT YOU BRING

• NISM Series V-A certification
• 1 to 6 years as an MFD, AMC RM, bank wealth RM, or at a wealth firm
• Comfort working through a digital platform
• Full time commitment

WHAT WE PROVIDE

• Customers, matched to you. A steady flow, from day one
• The platform. CRM, profiling, recommendations, execution and follow-ups, so your time goes on people rather than paperwork
• The back office. Empanelment, BSE StAR, reconciliation and compliance are ours to run
• Training. Structured onboarding, and support through NISM XIII and SIF

COMPENSATION

A fixed monthly salary, benchmarked to your experience.

GoReach is an AMFI-registered Mutual Fund Distributor.