Functional Area -
Finance / Accounts / Tax / Company Secretary / Audit
Job Role -
Accountant / Accounts Executive
Employment type -
Full Time
Work Mode - In Office
Job Description | Role and Responsibilities
Engage with clients via phone, email, and virtual meetings (Google Meet or Zoom) to address mutual fund related queries and provide personalized guidance.
Assist investors in understanding fund categories, risk profiles, and suitability as per their goals.
Conduct product walkthroughs and provide 1 to 1 guidance on our mutual fund platform.