Mutual Fund - Relationship Manager

Company Description

mNivesh is a leading distributor of mutual funds in India, ranked among the top 5 in Delhi. Since 2006, we have been providing a wide range of investment products, including mutual funds, stocks, insurance, fixed deposits, bonds, and debentures. With an AUM of ₹450–475 crore in mutual funds, our mission is to help clients achieve their financial milestones, no matter where they are located.

Location:

Role Description

Relationship Manager – Mutual Funds & Stock

• Managing client investment portfolios
• Providing investment advisory and financial planning solutions
• Conducting market research and analyzing trends
• Building and maintaining strong client relationships
• Supporting clients in achieving their financial goals

Qualifications

• Proven knowledge and experience in mutual funds and stock market investments
• Strong communication and interpersonal skills
• Ability to analyze financial data and market trends
• Prior experience in client relationship management
• Certifications such as

  AMFI, NISM, or CFP

  will be an added advantage
• Bachelor’s degree in

  Finance, Business, Economics, or related field

How to Apply

Interested candidates can apply by:

vipul@niveshonline.com

+91-9910049264 (Mr. Vipul Kumar)

Work Location: