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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