Sales Relationship Manager - Mutual funds

💼Mutual Fund Sales

📍Location : Sector 3, Noida

About Wealth Redefine:

Wealth Redefine is a rapidly growing wealth management firm based in Noida, managing ₹650+ Crore in client assets. We work with investors across India and globally, helping them achieve their long-term financial goals through disciplined investing and personalized financial guidance.

Key Responsibilities

• Connect with prospective and existing clients regarding Mutual Fund investments.
• Explain Mutual Fund products, SIPs, lump sum investments, and portfolio reviews.
• Stay updated on Mutual Fund products and market developments.

Who We're Looking For

• 1–3 years of Sales or Relationship Management Experience.
• Experience in Mutual Funds, Wealth Management, Broking, PMS, Insurance, Banking, or Financial Services will be preferred.
• Wants to build a long-term career as Relationship Manager (Mutual Funds)

Preferred Qualifications

• Graduate in any discipline.
• MBA (Finance/Marketing) is a plus.
• NISM Certification (preferred but not mandatory).

What You'll Get

• Structured on the job training on wealth management (Mutual Funds)
• Continuous learning and mentoring from experienced professionals.
• Clear career progression into Senior Relationship Manager and Wealth Manager roles.

Why Join Wealth Redefine?

• We manage over ₹650+ Crore in client assets.
• Learn wealth management from experienced professionals.
• Strong focus on employee development and career growth.
• Exposure to HNI and retail investors.

Apply if:

✔ You enjoy interacting with clients.

✔ You're looking for a stable, long-term career in wealth management.

--Only Delhi NCR candidates shall be considered--

Salary range - 25,000-30,000 (depending on interview)

*Employer contact details: 7982605331 (Jayant)