Course Details

Mutual Fund Agent

National Skills Qualification Framework (NSQF) Level

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.

Eligibility: 12th pass

Duration: 220 Hours

Application: BSC / Q 0601


The banking & financial system of the country plays a substantial role in promoting the long-term growth of the economy. The major segments of the industry are banking, insurance and mutual funds. Based on the expected growth in the Banking and Financial Services Industry (BFSI), it is expected that about 8.4 million people would be employed in this industry. The incremental human resource requirement between 2008 and 2022 is expected to be about 4.2 million. The majority of the incremental requirement is in the financial intermediary segment which is primarily driven by planned development of cities and towns where the financial services penetration is low.

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 maintain relationships with customers.

What are the Job Prospects & Career Progression

Mutual Fund Agent --> Mutual Fund Analyst --> Portfolio Manager

What are the 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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