Portfolio Manager

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)

About Us – Wealth Redefine

At Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe.

About the Role

We are looking for an enthusiastic and knowledgeable Relationship Manager / Financial Advisor with expertise in Mutual Funds, SIPs, Financial Planning, and Stock Markets. This role is ideal for someone who enjoys building strong client relationships, offering trusted financial advice, and driving mutual fund sales.

Key Responsibilities

• Provide expert guidance on Mutual Funds, SIPs, and financial investment planning.
• Build and maintain strong client relationships while understanding their financial needs.
• Meet monthly sales targets for mutual funds and related products.
• Stay updated on market trends, financial products, and regulatory changes.

Qualifications & Skills

✔ Graduate in Finance, Commerce, or a related field (MBA/CFP preferred but not mandatory).

✔ Mandatory knowledge of Mutual Funds, SIP, Financial Advisory, and Stock Market.

✔ 2–8 years of experience in Mutual Fund distribution, financial advisory, or sales.

✔ Excellent communication, interpersonal, and presentation skills.

Job Details

Location: Sector 3, Noida (Candidate must be willing to travel on-site)

Shift Timing: 9:00 AM – 5:30 PM (8.5 hours)

Employment Type: Full-time, On-site

Salary: ₹24,000 – ₹40,000 in-hand per month (based on experience & performance)

Incentives: Performance-linked incentives available

Employer contact details - 7982605331 ( Jayant )

Why Join Wealth Redefine?

• Competitive salary with attractive incentives.
• Opportunity to grow in the wealth management & financial advisory space.
• Hands-on learning with experienced mentors and industry experts.

Job Type: Full-time

Pay: ₹24,000.00 - ₹40,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Internet reimbursement
• Leave encashment

Work Location: In person