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Mutual Funds
  • Overview
  • Competencies and Skills
  • Job Roles
Menu
  • Overview
  • Competencies and Skills
  • Job Roles

Overview

The Mutual Funds sub-sector Mutual Fund Services offer investments in which multiple parties contribute. These Funds are popular as they are managed by professionals and risk can be controlled.

Kind of Work

  • It is a desk job
  • Need not handle a team
  • Local travelling is a part of this job role
  • 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

Competencies Needed

MUST HAVE:
  • Basic digital literacy
  • Communication skills: oral and written
  • Teamwork
  • Attitudes & behavioral skills
  • Customer centricity
  • Workplace awareness
  • Problem solving
  GOOD TO HAVE:
  • Entrepreneurial mindset

Skills Required

  • Basic computer literacy
  • Communication skills: oral and written
  • Ability to handle a team
  • Ability to interact politely and respectfully with customers
  • Good with calculations
  • Analytical Skills

Entry Level Job Roles in

Mutual Funds

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Mutual Fund Agent

₹ 10000

to   ₹  15000/month

Mutual Fund Agent

Mutual Fund Agent

Entry Level Job Roles in

BFSI sector

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Clerk, General

Clerk, General

Clerk, General
Data Entry Clerk

Data Entry Clerk

Data Entry Clerk
Cashier 4

Cashier 4

Cashier 4
Reception Clerk

Reception Clerk

Reception Clerk
Clerk, Enquiry

Clerk, Enquiry

Clerk, Enquiry
Teller Bank

₹ 10000

to   ₹  15000/month

Teller Bank

Teller Bank
Loan Approval Officer

₹ 15000

to   ₹  30000/month

Loan Approval Officer

Loan Approval Officer
Debt Recovery Agent

₹ 6000

to   ₹  12500/month

Debt Recovery Agent

Debt Recovery Agent
Equity Dealer

₹ 8000

to   ₹  18000/month

Equity Dealer

Equity Dealer
Broker, Share Market

₹ 15000

to   ₹  18000/month

Broker, Share Market

Broker, Share Market
Jobber, Share Market

₹ 12500

to   ₹  16000/month

Jobber, Share Market

Jobber, Share Market
Finance Agent

₹ 10000

to   ₹  15000/month

Finance Agent

Finance Agent
Mutual Fund Agent

₹ 10000

to   ₹  15000/month

Mutual Fund Agent

Mutual Fund Agent
Insurance Agent

₹ 8000

to   ₹  15000/month

Insurance Agent

Insurance Agent
Field Officer, Insurance

₹ 8000

to   ₹  15000/month

Field Officer, Insurance

Field Officer, Insurance
Actuary

₹ 25000

to   ₹  30000/month

Actuary

Actuary
Insurance Adjuster, Examiner, Surveyor and Investigator

₹ 10000

to   ₹  15000/month

Insurance Adjuster, Examiner, Surveyor and Investigator

Insurance Adjuster, Examiner, Surveyor and Investigator

Top Employers in

Mutual Funds

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(These salary figures are indicative and subject to change)

Indicative Growth Path

Trainee
Junior Officer
Manager
Trainee
Junior Officer
Manager

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