Live opening · Posted 2 days ago
At a glance
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About the role
Description supplied by the original job listing.
Company: Wealth Redefine
Location: Sector 3, Noida
Salary: ₹4–5 LPA
Job Summary:
We are looking for an experienced Mutual Funds Trainer to train and mentor our Relationship Managers on mutual fund products, investment concepts, and effective client advisory and sales techniques.
Responsibilities:
Conduct training sessions on mutual funds, SIPs, asset allocation, and investment products.
Train Relationship Managers in mutual fund sales, client handling, and HNI client advisory.
Explain market trends, investment strategies, and product suitability.
Develop training materials and assess employee learning and performance.
Keep the team updated on mutual fund industry developments and regulatory guidelines.
Requirements:
Strong knowledge of mutual funds, SIPs, and the Indian financial services industry.
Prior experience in mutual fund training, BFSI training, or investment advisory.
Excellent communication, presentation, and mentoring skills.
NISM certification preferred.
Ability to mentor and develop Relationship Managers using practical industry experience.
*Interested candidates can also share CVs on 7982605331 (Jayant)
Work arrangement
No
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