Job Title: Executive Assistant to Managing Director Location: Delhi, India Employment Type: Full-time Reports To: Managing Director 1. About the Company Mentor Wealth is a fast-growing financial services organization committed to helping investors secure their financial futures through trusted and ethical solutions. We pride ourselves on fostering a culture that values trust, long-term relationships, continuous learning, and employee well-being. With a modern, tech-enabled work environment and a people-first mindset, Mentor Wealth is a place where professionals thrive and grow. 2. Role Overview We are seeking a highly organized and proactive Executive Assistant to support the Managing Director. This role is pivotal in ensuring efficient operations, seamless communication, and effective time management for the MD. The ideal candidate should demonstrate discretion, professionalism, and the ability to manage multiple priorities with poise and accuracy. 3. Key Responsibilities & KPIs · Manage the MD’s calendar, schedule meetings, and coordinate travel and logistics. · Communicate with internal/external stakeholders, clients, and teams on behalf of the MD. · Draft official correspondence, emails, and reports as required. · Organize meetings, prepare agendas, take minutes, and follow up on action items. · Support research, data gathering, and coordination for key projects and initiatives. · Maintain confidentiality and provide flexible support, including beyond office hours when needed. KPIs: • Timeliness and accuracy of calendar and travel management • Responsiveness and communication turnaround time • Quality and confidentiality of documentation and correspondence • Execution efficiency and completion rate of delegated tasks 4. Must-Have Skills & Experience · At least 2 years of experience supporting senior leadership in a similar role. · Excellent organizational, multitasking, and attention-to-detail skills. · Strong communication skills with proficiency in MS Office tools. · Proactive, solution-oriented, and able to manage shifting priorities. · Maintains professionalism, confidentiality, and integrity at all times. · Flexible with work hours and days (26 working days/month); degree preferred. · The EA to MD must have a strong knowledge of using AI tools and great writing skills to humanise the communication. 5. Availability: · This role requires coordination support beyond regular working hours, depending on the situation. Flexibility and a proactive approach during such times is needed. · 26 days working in a month with office time flexibility 6. What’s in It for the Candidate • Direct exposure to strategic business decisions and high-level leadership interactions. • Opportunities for learning and development through real-time project involvement. • A supportive, professional environment that values reliability and performance. • Recognition for initiative, efficiency, and leadership in execution. • Inclusion in company celebrations, wellness programs, and engagement activities that foster a collaborative culture.
Location:Delhi NCR About Us We are a fast-growing mutual fund distributor committed to delivering smart investment solutions and client-first advisory services. As we expand, we’re looking to strengthen our brand communication with impactful, engaging, and compliant visuals across all channels. Role Overview We are seeking a creative and detail-oriented Graphic Designer to join our marketing team. The ideal candidate should have a strong design aesthetic, a good understanding of financial content, and the ability to convert ideas into visually compelling creatives suited for digital, print, and social media. Key Responsibilities Social Media Design: Design eye-catching graphics for posts, stories, ads, and banners across platforms like Instagram, Facebook, Twitter, LinkedIn, TikTok, etc.tailored to the financial/investment audience. Create marketing and communication material aligned with brand guidelines. Support campaigns, and investor education initiatives with visual content. Content Creation: Collaborate with the content team to turn ideas, copy, and concepts into visually engaging social media assets. Adapt and resize creatives for various digital and offline platforms. Maintain a consistent visual identity across platforms. Requirements Proven experience as a graphic designer, preferably in BFSI or financial services. Proficiency in tools like Adobe Photoshop, Illustrator, InDesign, Canva . Basic understanding of mutual funds or willingness to learn about investment products. Strong attention to detail and visual accuracy. Good communication and collaboration skills. Motion graphics or short-form video skills. Knowledge of investor education trends and visual storytelling in finance. The ability to balance quality with quantity: finding/creating the best on-brand visuals possible in the time available. Good time management skills to juggle multiple assignments and varying deadlines with ease. Why Join Us? Be part of a growing team shaping the financial journeys of thousands of clients Get exposure to a range of campaigns — from investor awareness to brand building
Job Title: Relationship Manager – Sales Location: , India Employment Type: Full-time Department: SALES Reports To: Team Leader 1. About the Company Mentor Wealth is a forward-thinking financial services firm dedicated to helping investors secure their future through trustworthy, ethical, and technology-enabled solutions. We are a 25 years old organisation with 2500+ client base. We foster a culture where trust, integrity, growth, and employee well-being come first. Our team thrives in a supportive, collaborative, and energetic environment with a strong emphasis on learning, recognition, and employee satisfaction. 2. Role Overview As a Relationship Manager – Sales , you will be the face of Mentor Wealth to our clients, responsible for driving revenue through client acquisition, product recommendations, and relationship management. You will work closely with prospective and existing clients, providing them with tailored investment solutions while building long-term relationships rooted in trust. 3. Key Responsibilities & KPIs Responsibilities: Develop and execute sales strategies to promote mutual funds. Conduct financial need analysis and offer investment solutions aligned with client goals. Use CRM tools to track leads, conversions, and customer interactions. Stay updated on financial markets, products, and regulatory changes. Collaborate with internal teams and participate in team-building events. Attend training sessions and pursue relevant certifications (AMFI, NISM). KPIs: Achievement of monthly and quarterly sales targets. Client retention rate and satisfaction score. Number of certified programs completed and client meetings conducted per week. 4. Must-Have Skills & Experience Technical Skills: Proficiency in CRM platforms, lead management, and digital KYC tools. Sound understanding of mutual fund platforms and financial planning tools. Competence in Zoom, PowerPoint, and communication software. Soft Skills & Experience: 2–3 years of experience in financial sales or business development. Strong communication, negotiation, and relationship-building skills. High ethical standards and a customer-centric approach. Bachelor's degree (preferably in finance, commerce, or business management). AMFI/NISM certification (preferred or willing to pursue). 5. What’s in It for the Candidate Career progression opportunities into leadership or advisory roles. Continuous learning through training, mentoring, and certification support. Recognition through performance-based rewards, team outings, and public appreciation. A vibrant workplace culture with weekly team activities and open leadership access. A modern tech-enabled work environment that encourages innovation and efficiency. Health and wellness benefits that support work-life balance.
About Mentor Wealth: With over 25 years of trust , Mentor Wealth is a leading mutual fund advisor committed to helping families and professionals build long-term financial security. As we enter an ambitious growth phase, we are scaling our Assets Under Management (AUM) and seeking high-performing professionals to join our journey. About the Role: The Relationship Manager (Mutual Funds) is the face of Mentor Wealth responsible for acquiring, managing, and retaining client relationships . This role demands a balance of strong client advisory skills and an aggressive growth mindset to consistently deliver on AUM expansion goals . Key Responsibilities: ● Acquire new clients and aggressively drive AUM growth . ● Design, implement, and review personalized financial plans for clients. ● Manage and deepen existing client relationships to expand their portfolio share. ● Identify new business opportunities across networks and channels. ● Partner with Mentor Wealth leadership to align client growth strategies. ● Ensure full compliance with SEBI regulations and company policies. ● Leverage market insights to optimize sales strategy. ● Consistently meet and exceed revenue and growth targets . Who We’re Looking For: ● 5–6 years of experience in mutual fund sales (Fund House experience strongly preferred). ● Proven track record in AUM acquisition & revenue growth . ● Deep knowledge of mutual funds, SEBI guidelines, and market trends . ● Strong ability to build trust, negotiate, and close deals. ● Excellent communication and client servicing skills. ● AMFI/NISM certification preferred. What We Offer: ● Competitive salary with performance-driven incentives . ● Opportunity to be part of a fast-scaling wealth platform . ● Career growth and professional development in wealth management. How to Apply ● Send your resume to: hrms@mentorwealth.in