Mutual Fund Financial Advisor

Location: Thane & Navi Mumbai

Industry: Wealth Management

Salary: As per company standards

Experience: 2–3 years

Enrichwise is looking for a knowledgeable and client-focused Mutual Fund Financial Advisor to join our team. The ideal candidate should have strong expertise in mutual funds, financial planning, and client relationship management.

Key Responsibilities:

  1. Advising clients on mutual fund investments and financial planning
  2. Understanding client needs and recommending suitable investment strategies
  3. Building and maintaining long-term client relationships
  4. Monitoring portfolio performance and providing timely updates
  5. Ensuring compliance with regulatory guidelines

About Enrichwise:

With 25+ years of experience, Enrichwise is a trusted financial services firm specializing in wealth management, insurance, and tax advisory. As an AMFI Registered Mutual Fund Distributor, we are committed to delivering expert and reliable financial solutions.

🔹 How to Apply 🔹

📧 Email your resume to: career@enrichwise.com

📞 Contact: +91 87794 73221 / +91 88282 51345

If you have relevant experience and a passion for helping clients grow their wealth, we’d love to connect with you!