Portfolio Manager

Portfolio manager – Mutual Funds

📍 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. Our mission is to simplify wealth management and empower clients to grow their wealth with confidence.

About the Role

Relationship Manager / Financial Advisor with expertise in Mutual Funds

Key Responsibilities

• Build and maintain strong client relationships while understanding their financial needs.

• Provide expert guidance on Mutual Funds, SIPs, and financial investment planning.

• Assist clients in making informed investment decisions and achieving long-term goals.

• 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.

✔ Ability to meet targets while maintaining long-term client trust.

✔ Self-motivated, proactive, and client-focused.

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 per month

🎯 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.