Mutual Fund - Relationship Manager

Company Description

mNivesh is a leading distributor of mutual funds in India, ranking among the top 5 in Delhi. Since our inception in 2006, we have offered a diverse range of investment products including stocks, insurance, fixed deposits, bonds, and debentures to meet all your investment needs. Currently, we manage an AUM of 450-475 Crores exclusively in mutual funds. Our services are consistent and reliable, no matter where you are in the world, helping you achieve your financial goals.

Role Description

This is a full-time on-site role for a Mutual Fund - Relationship Manager located in Rohini. The Relationship Manager will be responsible for managing client relationships, advising on mutual fund investments, providing portfolio management services, and achieving financial milestones for clients. Daily tasks include engaging with clients, understanding their financial needs, offering suitable investment options, and ensuring customer satisfaction.

Qualifications

• Strong understanding of Mutual Funds and investment products
• Experience in Client Relationship Management and Sales
• Excellent Communication and Negotiation skills
• Analytical and Problem-Solving abilities
• Proficiency in Financial Planning and Portfolio Management
• Relevant certifications in Financial Services are a plus
• Bachelor's degree in Finance, Business, or related field
• Ability to work on-site in Rohini