Mutual Fund Advisor Jobs in Coimbatore BFSI

📋 Job Description

Jobzi is sourcing qualified candidates for Mutual Fund Advisor positions in Coimbatore's private BFSI sector. This is a full-time opportunity with a reputed Banking, Financial Services and Insurance employer in Coimbatore offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Coimbatore.

📌 Key Responsibilities

• Advise clients on suitable mutual fund schemes based on risk profile and financial goals
• Set up and manage SIPs, lump sum investments, and systematic withdrawal plans
• Explain fund categories (equity, debt, hybrid, ELSS) and their risk-return profiles to clients
• Monitor client portfolios and recommend rebalancing when needed
• Assist clients with KYC completion, CAMS/Karvy registration, and online MF accounts
• Acquire new clients through referrals, social media, and community outreach programs
• Stay updated on fund performance, NAVs, and SEBI MF regulations

🎓 Qualifications and Requirements

• Any graduate degree from a recognized university
• 1 - 5 Years of experience in mutual fund advisory or financial product sales
• NISM Series V-A (Mutual Fund Distributors) certification and AMFI ARN registration mandatory
• Understanding of different mutual fund categories and their risk profiles
• Goal-based financial planning approach for client advisory
• Good communication skills in Tamil and English for client interactions
• Strong networking and client acquisition skills
• Good Tamil and English communication skills for team coordination and client interaction in Coimbatore.

✅ Required Skills

🏆 Certifications and Qualifications

NISM Series Certifications, IIBF JAIIB/CAIIB, IRDAI Insurance License, CFA Level 1-3, FRM (Financial Risk Manager), CFP (Certified Financial Planner), ACCA, CA (Chartered Accountant), AMFI ARN Certification, NCFM modules