Relationship manager - Mutual funds

💼Mutual Funds Advisor (Sales)

📍Sector 3, Noida (onsite)

About Us - Wealth Redefine

At Wealth Redefine, we are passionate about helping HNIs achieve their financial goals through smart investing. We manage an AUM of over 650+ crores with clients across the globe. Our mission is to simplify wealth management and empower clients to grow their wealth with confidence.

About the Role

We are looking for an enthusiastic and proactive Relationship Manager / Financial Advisor with expertise in Mutual Funds, SIPs, Financial Planning, and Stock Markets. This role is ideal for someone who enjoys building strong client relationships, offering trusted financial advice, and driving mutual fund sales.

- Key Responsibilities

• Provide expert guidance on Mutual Fund to clients (Sales)
• Meet monthly sales targets for mutual funds, SIP and related products.
• Stay updated on market trends, financial products, and regulatory changes.

- Qualifications & Skills

• 2-7 years of experience in Mutual fund (Sales)
• Excellent communication, interpersonal, and presentation skills.

Job Details

• Salary: 24,000 - ₹50,000 in-hand per month (based on the interview)
• Location: Sector 3, Noida
• Shift Timing: 9:00 AM - 5:30 PM (8.5 hours)

*Employer contact details - 7982605331 (Jayant)