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: [email protected]
Pay: ₹300,000.00 - ₹700,000.00 per year
Benefits:
- Provident Fund
Work Location: In person