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Relationship Manager
Wealth Redefine
Posted
last week

Noida, Uttar Pradesh, India

Onsite

INR 24K

Mid Level

Full Time

Job Categories

Finance Sales Advisory Management Investing

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Sema Summary

The Relationship Manager will guide clients on Mutual Funds and related financial products while meeting sales targets. This role is ideal for someone with a strong knack for client relationships and financial advisory.

About Company

Wealth Redefine is a financial services firm based in Noida, specializing in mutual funds and wealth management since 2013. They are committed to helping clients achieve financial success through tailored investment strategies.

Core Requirements

Bachelor's degree in Finance or related field
2-7 years of experience in mutual fund advisory
Strong communication and interpersonal skills
Ability to meet sales targets
Knowledge of market trends and financial regulations

Responsibilities

Provide expert guidance on Mutual Funds to clients.
Meet monthly sales targets for mutual funds and SIPs.
Build and maintain strong client relationships.
Stay updated on market trends and financial products.
Conduct financial planning and advisory sessions.
Prepare presentations for client meetings.
Collaborate with the sales team to drive mutual fund sales.

Must Have skills

Excellent communication skillsInterpersonal skillsPresentation skillsFinancial analysisSales skills

Job Keywords

Relationship ManagerMutual FundsFinancial AdvisorSalesClient Relations

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