Mutual Fund Advisor

Job Title: Mutual Fund Advisory
Location: Colaba, Mumbai (HO)
Experience: Minimum 6 months (Freshers may apply)
Qualification: Any Graduate
Certification: NISM Mutual Fund Module (Mandatory)
Company: GEPL Capital Private Limited

About the Company
GEPL Capital Private Limited is a leading financial services firm and the proud winner of the **Maharashtra Best Employer Brand Award 2018.**With a nationwide presence of over 100 offices and a client base of 30,000+ clients across India, GEPL is a registered member of BSE, NSE, MCX, NCDEX, CDSL, WDM, and Insurance sectors.GEPL believes in nurturing talent, providing industry exposure, ample growth opportunities, and maintaining a healthy work-life balance.
Website: http://www.geplcapital.com/

Job Description

We are looking for enthusiastic and motivated individuals with a passion for mutual funds and portfolio management to join our advisory team. This role offers excellent learning and growth opportunities in the financial services industry.

Key Responsibilities

• Follow up with investors and generate new business
• Coordinate portfolio reviews and rebalancing
• Maintain client relationships and handle investor queries
• Process mutual fund transactions and manage back-office operations

Who Can Apply

• Candidates with minimum 6 months of experience in mutual funds or financial services
• Freshers with NISM Mutual Fund certification and strong interest in finance are welcome
• Candidates looking to build a long-term career in the financial services industry

How to Apply
Interested candidates may send their updated CV along with the following details to:

• [email protected]
  Mandatory Details to Share:

• Full Name

• Date of Birth

• Current Residential Area (Mumbai)

• Current/Last Company & Job Role

• Current/Last CTC

• Expected CTC

• Educational Qualification & Certifications

• Total Experience (Years)

• Relevant Experience (as per JD)

• Notice Period

• Reason for Job Change

• Remarks (Relevant knowledge or projects handled)