MF Distributer / Advisor

Roles and Responsibilities: Engage with prospective and existing clients to understand their mutual fund investment interests and requirements. Explain mutual fund products, investment processes, and related service information to clients clearly and responsibly. Support clients with account opening, documentation, transaction processing, and other distribution-related activities. Maintain regular communication with clients and provide timely updates regarding their investment-related requests. Assist in generating new business opportunities through client outreach, referrals, and relationship-building activities. Maintain accurate records of client interactions, applications, documentation, and transaction-related information. Follow organizational processes and ensure that client servicing activities are handled accurately and professionally. Stay informed about available mutual fund offerings and communicate relevant information to clients appropriately. Contribute to building long-term client relationships through responsive service and consistent follow-up.