1. Bachelor’s degree in finance, commerce, or related field.
2. Minimum 3 years of experience in client service in the mutual fund industry.
3. Excellent communication and interpersonal skills, both verbal and written.
4. Proficient in MS Office, CRM software, and online platforms.
5. Knowledge of mutual fund products, services, processes, and policies.
6. Ability to handle multiple tasks and prioritize effectively.
7. Ability to work independently and as part of a team.
8. Ability to work under pressure and meet deadlines.
9. NISM certification in mutual fund distribution or equivalent.
Annual CTC: ₹ 3,00,000 - 6,00,000 /year
Naik Wealth Planners Private Limited was founded by Late Mr. Ashok Naik in the year 1989 and for more than 30 years his legacy has been carried forward by Mr. Nikhil Naik and his team of passionate people. Naikwealth has expertise in wealth management and was honored by the prestigious award of CNBC as the best independent financial advisor west zone for the year 2014-15/16-17.
Naikweatlh's core purpose is to empower people to move to the next level and the philosophy is entirely client-centric, with a clear focus on providing long-term value addition to clients while maintaining the highest standard of excellence, ethics, and professionalism. As of now Naikwealth is managing more than 5000 families and growing successfully in this competitive Industry. Naikwealth also organizes many public seminars on contemporary issues like budget analysis, share market, career guidance, how to plan investments for a child, and inflation. etc.
