Assistant Relationship Manager

Job Overview

• Position:

  Financial Services Advisor

• Company:

  Money Kumbh Wealth and IMF Private Limited

• Location:

  Ranchi, Jharkhand

• Type:

  Full-Time

Key Responsibilities

The role focuses on advising clients on their financial strategies and investments. Your main duties will include:

• Guiding clients on

  mutual funds

  and other investment strategies.
• Managing client portfolios to ensure they meet their financial goals.
• Organizing and maintaining client financial documents.
• Helping clients understand different investment options, including

  bonds, shares, and insurance plans

  .
• Preparing for and passing key certifications like

  NISM 5A

  within one month of joining and the

  IRDA license

  afterward.

Qualifications & Who Should Apply

• Education:

  A bachelor's degree is the minimum requirement.

• Experience:

  This is an excellent opportunity for

  freshers

  .

• Preferred Candidates:

  The company favors those with an

  MBA, CA qualification, or CA Inter cleared

  .

• Skills:

  You should have strong analytical and communication skills, as well as a genuine interest in financial markets.

Why Join?

career growth