Kotak Mutual Fund jobs
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- Enrichwise Financial services private limited.Thane District, Maharashtra
- Provident Fund
- As a Mutual Fund Financial Advisor, you will be the face of Enrichwise for new HNI clients.
- Your core responsibility is building trust quickly, converting…
- Kotak SecuritiesMumbai, Maharashtra
- Will be responsible for selling Equity based investment products to this set of Wealth customer base.
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- Devmani Traders Pvt LtdFort, Mumbai, Maharashtra
- Food provided
- We provide a comprehensive range of financial services, including mutual funds, equity investments, insurance, and loan advisory solutions.
- Devmani Traders Pvt LtdFort, Mumbai, Maharashtra
- Food provided
- Learn different types of mutual funds and how they are categorised.
- Study fund categories — Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS, Index & thematic.
Investment Consultant - Sales & Marketing
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- JSK Industries Pvt LtdMumbai, Maharashtra
- Track mutual fund transactions (Motilal).
- Coordinate with brokers for margin calls and fund settlements.
- A strong customer-focused approach and a constant quest…
- JSK Industries Pvt LtdMumbai, Maharashtra
- Track mutual fund transactions (Motilal).
- Coordinate with brokers for margin calls and fund settlements.
- A strong customer-focused approach and a constant quest…
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Job Post Details
Mutual Fund Financial Advisor - job post
Thane District, Maharashtra
₹15,000 - ₹40,000 a month
Job details
Pay
- ₹15,000 - ₹40,000 a month
Job type
- Permanent
- Full-time
Location
Thane District, Maharashtra
Benefits
Pulled from the full job description
- Provident Fund
Full job description
At Enrichwise Financial Services, we’ve spent 25+ years helping HNIs & families build wealth through our proprietary frameworks — JBP, PRAG, RetireMax, Old Money/New Money, and more. With 7,000+ clients and a strong inbound HNI pipeline, we’re now scaling our Advisory Team.
Role: Mutual Fund Financial Advisor
- Openings: 5
- Experience: 2–3 years in Wealth Management / Private Banking / HNI Advisory
- Location: Thane West, Hiranandani Estate (Preference for nearby candidates)
Role Overview
As a Mutual Fund Financial Advisor, you will be the face of Enrichwise for new HNI clients.
Your core responsibility is building trust quickly, converting inbound HNI prospects, and guiding them into structured financial frameworks.
Key Responsibilities
- Engage inbound HNI/upper-middle-class prospects (₹50L–₹1Cr+ ticket size).
- Profile clients (Age, Income, Assets, Liabilities, Investments, Goals).
- Build trust and convert prospects within short decision cycles.
- Handle objections (DIY investing, PMS, direct MF) with clarity.
- Conduct portfolio reviews & recommend asset allocation strategies.
- Collaborate with Associates & CRMs for smooth onboarding.
- Train junior team members via call shadowing & best practices.
- Maintain discipline with Zoho CRM & compliance requirements.
Eligibility
- Mandatory: NISM Series 5A (Mutual Fund Distributor Certification).
- Preferred: IRDA, CA / CFA (Level 1) / CFP / MBA (Finance).
- Prior experience with Banks (HDFC, ICICI, Kotak, Axis), AMCs, or Wealth Firms (IIFL, Edelweiss, Anand Rathi, Motilal Oswal) preferred.
- Proven ability to manage ₹5Cr+ portfolios and close ₹50L–₹1Cr+ investments.
Skills We Value
- Excellent communication in English + Hindi/regional languages
- Ability to win trust within minutes
- Consultative mindset (framework over product push)
- Storytelling with financial concepts
- Data discipline & CRM hygiene
Why Join Us?
- Client-first culture (education over product push)
- Access to strong inbound HNI pipeline (no cold calling)
- Work directly with the Founder & leadership team
- Freedom to build your own trusted client base
Job Types: Full-time, Permanent
Pay: ₹15,000.00 - ₹40,000.00 per month
Benefits:
- Provident Fund
Work Location: In person
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