Relationship Manager – Mutual Fund & Stock

Company Description

mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. Since 2006, we have been providing a diverse range of investment products, including stocks, insurance, fixed deposits, bonds, and debentures. With over 450-475 crore of AUM managed in mutual funds, we aim to help clients achieve their financial milestones regardless of their location.

Location: Gurugram

Role Description

This is a full-time on-site role for a Relationship Manager—Mutual Fund & Stock at mNivesh located in Delhi, India. The relationship manager will be responsible for managing client investment portfolios, providing investment advice, conducting market research, and building strong relationships with clients to ensure their financial goals are met.

Qualifications

• Knowledge and experience in mutual funds and stock market investments
• Strong communication and interpersonal skills
• Ability to analyze financial data and market trends
• Experience in client relationship management
• Certifications such as AMFI, NISM, or CFP would be beneficial
• Bachelor's degree in Finance, Business, Economics, or related field

Interested candidates can apply by:

📧 Emailing your resume to: vipul@niveshonline.com

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