Sector
BFSI
Keyword

Mutual Fund Advisor

Mutual Fund Broker

Mutual Fund Portfolio Manager

Mutual Fund Agent

Minimum ? 12th Certified training for Mutual Fund Agent (programme aligned to BSC/Q 0601 released by BFSI Sector Skill Council of India)

Preferably relevant work experience

The tasks a Mutual Fund Agent is expected to perform include: Offering mutual funds to prospective investors

Maintaining records of the investments Conducting regular market research to advise customers

Knowledge of methods to evaluate mutual fund schemes

Knowledge of Total Return Method, Change in Net Asset Value (NAV) etc.Knowledge of accounting, financial and economic concepts used for evaluating mutual funds

Ability to conduct market research Knowledge of methods of accounting and understanding the structure of mutual funds Skilled in computing various ratios to calculate risk-adjusted returns

Proficiency in quantifying various risk factors and their impact on funds

Knowledge of basic computer skills Proficiency in mapping customer requirements with schemes

Preferably industry certification or training offered by the organization

Good interpersonal skills

Good analytical skills

Good oral communication

Highly motivated and self-driven

It is not a desk job Work from home option may not be available

Part-time work is not available

Travelling is a part of the job

May need to handle a team Working hours

Companies usually work for 6 days a week and 9/10 hours everyday. This may vary from company to company Shift system is not available

Is the job suitable for a candidate with special needs?Maybe

This job is not considered hazardous or dangerous

Occupational hazards may include backache, poor eyesight, stress etc.

For candidates with experience ? INR 20,000 to INR 25,000 per month + incentives (These figures are indicative and subject to change)

Overview of India?s BFSI Industry

The banking & financial system of the country plays a substantial role in promoting the long-term growth of the economy. The major segments of the industry are banking, insurance and mutual funds.

Based on the expected growth in the Banking and Financial Services Industry (BFSI), it is expected that about 8.4 million people would be employed in this industry. The incremental human resource requirement between 2008 and 2022 is expected to be about 4.2 million.

The majority of the incremental requirement is in the financial intermediary segment which is primarily driven by planned development, such as JnNURM, of cities and towns where the financial services penetration is low.

Mutual fund companies

Towns and cities across India

Will be updated

BSE Institute Limited.Oxford Software Institute

Association of Mutual Funds in India

National Stock Exchange of India Ltd.