Posted:1 month ago|
Platform:
On-site
Full Time
V6 Arthgyan LLP, based in Lucknow, is a trusted partner for wealth management and financial planning, serving over 3,700 investors across India. As an AMFI-registered mutual fund distributor, we simplify investing by offering transparent and effective solutions. Our services include SIP and lumpsum mutual funds, tax-saving ELSS schemes, secure fixed deposits and bonds, diverse alternate investment products, and goal planning for retirement, education, and financial independence. We are committed to providing clarity and confidence in achieving financial freedom.
This is a full-time, on-site role for a Relationship Manager located in Lucknow. The Relationship Manager will be responsible for managing client relationships, providing financial advice, assisting with investment planning, and ensuring excellent customer service. Daily tasks include meeting with clients, evaluating their financial needs, recommending appropriate investment solutions, and maintaining ongoing communication to monitor their investment portfolios and financial strategies.
V6 ArthGyan LLP
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