Relationship Manager – Mutual Fund

0 years

0 Lacs

Posted:1 month ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. With a history since 2006, we offer various investment products including Stocks, Insurance, Fixed Deposits, Bonds, and Debentures. Currently managing 450-475 Crore of AUM in mutual funds, we aim to help clients achieve their financial milestones globally.


Jobs Location: - Noida, Faridabad & Gurugram


Role Description

This is a full-time on-site role for a Relationship Manager – Mutual Fund located in Noida. The Relationship Manager will be responsible for managing client portfolios, building and maintaining relationships with clients, providing financial advice, and analyzing market trends to offer suitable investment options.


Qualifications

  • Experience in financial services, mutual funds, and investment management
  • Strong customer relationship management skills
  • Knowledge of market trends and investment products
  • Excellent communication and negotiation skills
  • Ability to analyze and interpret financial data
  • Professional certifications like NISM or CFP are advantageous
  • Bachelor's degree in finance, Economics, Business Administration, or related field


nterested candidates can apply by:


📧 Emailing your resume to: vipul@niveshonline.com


📞 Contacting: +91-9910049264 (Mr. Vipul Kumar)

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