Mutual Fund Agent

Course Name: Mutual Fund Agent

Description: The course is aimed at training candidates for the job of Mutual Fund Agent, in the BFSI industry.

Certification Partner: Banking, Financial Services and Insurance (BFSI) Sector Skill Council

Eligibility: 12th standard pass

Duration: 200 hours

QP Code: BSC / Q 0601

NSQF Level: 4

The programme is designed to provide various advisory services and support for transaction processing. After completion of this programme, a learner is able to describe mutual fund industry, sell mutual fund investments and handle mutual fund customer queries

Who is a Mutual Fund Agent?

A mutual fund agent is representative of a bank or similar financial institution, who offers mutual funds to prospective investors, maintains records of their investments and conducts regular market research to advice customers. The individual is required to have interpersonal and analytical skills. He/she must be able to track the mutual fund market and maintainrelationships with customers

Career Progression

Mutual Fund Agent → Mutual Fund Analyst → Portfolio Manager

Common Designations in Various Industries

Mutual Fund Agent
Our placement cell works closely with the industry and other potential employers on an on-going basis to facilitate the successful placement of candidate. Some of our placement partners are :

- ICICI Bank
- Baroda Pioneer
- State Bank of India
- Motilal Oswal
- Axis Securities
- Sutherland Global
- DBOI Global Services(Deutsche Bank Group)

Take Your First Step Towards an Exciting Career. Register Now!

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