Account Executive

Position:

Experience:

Location:

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Company Description

mNivesh is one of the leading distributors of mutual funds across India, ranking among the top 5 in Delhi. Established in 2006, we offer a wide range of investment products including stocks, insurance, fixed deposits, bonds, and debentures to meet diverse investment needs. Currently managing an AUM of 450-475 Crore in mutual funds, we provide consistent services to clients worldwide, helping them achieve their financial milestones.

Role Description

This is a full-time, on-site role for an account executive located in Rohini. The account executive will be responsible for managing client accounts, providing investment advice tailored to client needs, conducting market research, and maintaining customer relationships. The role includes developing strategies to maximize account performance, preparing financial documents, and ensuring compliance with regulatory standards. The account executive will also be involved in liaising with clients to understand their investment goals and recommending appropriate products.

Qualifications

• Client Relationship Management, Communication Skills, and Customer Service
• Market Research, Financial Analysis, and Investment Advice
• Attention to Detail, Organizational Skills, and Time Management
• Knowledge of Mutual Funds, Stocks, Bonds, and other investment products
• Bachelor's degree in Finance, Business Administration, or related field
• Proficiency in Microsoft Office and Financial Software

Interested candidates can apply by:

📧 Emailing your resume to: vipul@niveshonline.com

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