Join the Certification in Tata Mutual Fund Advisory
- Gain domain expertise in mutual fund advisory.
- Enjoy a stipend of Rs. 8,000/- per month.
- Secure a full-time role at Tata Asset Management Ltd after successful completion.
Certificate in Banking & Sales Management
Tata Mutual Fund, part of the renowned Tata Group, is one of India's leading asset management companies, offering a range of investment products to cater to various investor needs. With over two decades of experience in the industry, Tata Mutual Fund is committed to delivering value to its investors through its prudent investment strategies, strong risk management framework, and transparent processes.
The company is known for its focus on ethical business practices and customer-centric approach, providing mutual fund solutions that aim to deliver long-term growth, stability, and capital appreciation.
This Certification in Mutual Fund Advisory program is a unique collaboration between Tata Asset Management Ltd and ITM Skills Academy, aimed at fresh graduates eager to build a rewarding career in the banking and financial sectors.
Program Overview
The Certification in Mutual Fund Advisory program emphasizes a balanced approach to training, focusing on imparting relevant knowledge, skill development, and behavioral shaping. The curriculum is designed to groom fresh talent with expertise in mutual fund sales and advisory.
Designed to offer both theoretical knowledge and practical skills, this program prepares you for a dynamic role in mutual fund sales and advisory.
Program Highlights
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3 months comprehensive training program (1 month classroom + 2 months blended learning).
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A stipend of Rs. 8,000/- per month during the training period.
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After successful completion, transition into a full-time role as a Trainee with a CTC of Rs. 2,40,000/- annually.
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Training locations: Mumbai, Vadodara, Bangalore, and Noida.
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Job placement available PAN India.
Program Structure
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Classroom Training (1 Month): Learn the foundational concepts of mutual fund advisory and sales.
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Blended Training (2 Months): A mix of 3 days of classroom training and 3 days of on-the-job training per week.
Eligibility
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Candidates must be of Indian Nationality.
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Age Limit: 20 to 26 years.
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Graduation in any stream with a minimum aggregate of 60%.
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0-3 years of work experience.
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NISM certification is a plus.
Selection process
- HR Interview by Tata Asset Management Ltd.
- Business Interview by Tata Asset Management Ltd.
- Final Selection.
Roles & Responsibilities
- Build and nurture relationships with distributors and investors.
- Provide market and product updates to distributors/investors.
- Achieve sales targets through continuous engagement with channel partners.
- Empanel new distributors and manage relationships with existing ones.
- Conduct distributor engagement activities and sales training.
- Focus on acquiring new institutional clients and expanding relationships with high net worth individuals and trusts.
- Promote mutual fund products to institutional investors.
- Maintain a comprehensive relationship management system.
- Adhere to compliance and internal policies, including Tata Code of Conduct (TCoC).
Payment Process/ Loan Support/Fee Structure
The program is fee-based with potential loan support options available.
The fee structure and loan support details will be shared on query.
Join the Tata Mutual Fund Advisory Certification Program today and kickstart your career in mutualfund advisory and sales!
FAQS
About ITM Skills Academy
ITM Skills Academy, established in 2012, bridges the gap between student aspirations and industry needs by offering tailored training programs. The academy collaborates with various industries to design programs that prepare students for the workforce, providing end-to-end solutions from talent acquisition to deployment across sectors.
The academy follows a "Source-Train-Deploy" model, which includes recruiting candidates based on client specifications, providing residential training at multiple centers across India, and deploying trained professionals directly into the workforce. ITM works closely with employers to ensure training aligns with job requirements, ensuring the candidates are industry-ready.
Part of the ITM Group of Institutions, which has over 33 years of experience in higher education and skill development, ITM Skills Academy benefits from a legacy of success. The group also operates well-known institutions like ITM Business School and ITM Institute of Hotel Management, enhancing its ability to provide innovative training and employability-focused programs.