Relationship Manager – Mutual Funds | Noida

Location - Sector 3, Noida (onsite)
Salary offered - 3LPA to 4LPA CTC
Company Description:
Wealth Redefine Financial Services LLP is an AMFI-registered mutual fund distributor and wealth management company based in Noida since 2013. The firm specializes in Mutual Funds, PMS, AIF, and Corporate FDs, providing personalized guidance to individual and corporate clients. Recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, Wealth Redefine manages an AUM of over 700 Crores.
Role Description:
Relationship Manager – Mutual Funds is a full-time, on-site role based in Noida. This role focuses on acquiring and managing client relationships, understanding their financial goals, and recommending suitable Mutual fund and related investment solutions.
Daily responsibilities include conducting client meetings, preparing investment proposals, monitoring portfolio performance, and providing regular reviews and updates.
The role also involves generating new business through referrals, networking, and outreach, while maintaining compliance with regulatory and company guidelines.
Qualifications:
Sound understanding of Mutual funds, basic investment concepts, and wealth management products; AMFI or relevant certifications are an advantage.
Ability to analyze portfolios, interpret market information, and prepare clear financial recommendations and reports.
Effective communication and presentation skills, with proficiency in written and spoken English; knowledge of local languages is beneficial.
Comfort with using CRM tools, spreadsheets, and standard office software for tracking client interactions and portfolio data.
Location - Sector 3, noida ( onsite )
Salary offered - 3LPA to 4LPA CTC
*Employer Contact: 7982605331 (Jayant)

Skills
CRM, Wealth Management

Work arrangement
No