GLP Wealth Pvt. Ltd.

Company Description GLP Wealth Pvt. Ltd. aims to create happy investors by helping them build good wealth. We provide a one-stop solution for all investment products, including Mutual Funds, Stock Market investments, Commodities, Health & Life Insurance, government Bonds, and other Fixed income products. As members of BSE StarMF and NSE NMFII, we offer reliable and comprehensive financial services. Role Description This is a full-time on-site role for a Relationship Manager located in Aligarh. The Relationship Manager will be responsible for developing and maintaining client relationships, providing investment advice, conducting market research, and ensuring customer satisfaction. Daily tasks include meeting with clients, identifying their financial needs, recommending appropriate investment products, and providing updates on market trends and portfolio performance. Qualifications Experience in client relationship management and customer service Knowledge of investment products such as Mutual Funds, Stock Market, Commodities, and Bonds Strong analytical and research skills Excellent communication and interpersonal skills Proficiency in financial planning and advising Ability to work independently and as part of a team Bachelor's degree in Finance, Economics, Business Administration, or related field Relevant certifications such as NISM or CFP are a plus