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:
- Advising clients on mutual fund investments and financial planning
- Understanding client needs and recommending suitable investment strategies
- Building and maintaining long-term client relationships
- Monitoring portfolio performance and providing timely updates
- 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!