Education and Career Forum

How to become a mutual Fund agent. A very good one not just anyone.

To Become a Mutual Fund Agent, You need to follow these steps:

1- Apply for and clear the Certification Examination for Mutual Fund Distributors as held by the NISM series V-A.

2- Once you have cleared the NISM Series V-A.

3- You fill your KYD (Know your Distributor) details and fill in the AMFI Registration Form (ARN).

4- You can personally visit any of the CAMS-KRA offices or fill the ARN Application Form online.

5- Upon completion of the process, you will be delivered your ARN Card within a few days at your registered address.

6- The first thing to do, once you have received your ARN is to get registered or impaneled with an AMC or Mutual Fund House. This AMC will provide you training, marketing material, guide you through sales and, of course, give you the Commission for your work completed.

Mutual fund agent is the one who helps in buying and selling of mutual funds in India through investors and earn a Commission for bringing in investors in the mutual fund scheme.

Required Skills.....

Ability to streamline quantitative research for interest rates.

He should know how to analyse Debt and loan portfolio performance.

Mutual fund distributor should know how to perform credit appraisal with Global practices.

He should be able to build and maintain credit risk models.

The agent should be able to make landing and recommendations of best investment plans.

Agents should know how to design credit strategy and credit portfolio.