Brief Job Description: A mutual fund agent is representative of a bank or similar financial in-stitution, who offers mutual funds to prospective investors, maintains records of their investments and conducts regular market research to advice customers.
Personal Attributes: The individual is required to have interpersonal and analytical skills. He must be able to track the mutual fund market and maintain relationships with customers.
NATIONAL OCCUPATIONAL STANDARDS (Nos.)
♦ CONDUCT RESEARCH
♦ MARKET AND SELL MUTUAL FUNDS
♦ PERFORM AFTER SALES ACTIVITIES