Company Description 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. Role Description 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. Qualifications Client Relationship Management and Customer Service Skills Financial Planning and Investment Strategy Skills Knowledge of Mutual Funds, Tax-saving Schemes, and Fixed Income Products Strong analytical and problem-solving skills Excellent written and verbal communication skills Bachelor's degree in Finance, Business Administration, or a related field Proficiency in financial software and tools Ability to work independently and as part of a team
Company Description V6 Arthgyan LLP is a trusted financial partner for over 3,700 investors across India, specializing in wealth management and financial planning. As an AMFI-registered Mutual Fund Distributor, we focus on making investments simple, transparent, and effective. Our comprehensive range of investment solutions includes mutual funds, tax-saving schemes, fixed income options, and alternate investment products, designed to meet various financial goals like retirement and education. Based in Lucknow, we are dedicated to helping clients achieve long-term wealth growth and financial independence. Role Description This is a full-time on-site role located in Lucknow for a Customer Support Executive. The Customer Support Executive will be responsible for providing exceptional customer service and support. Day-to-day tasks include addressing customer inquiries, ensuring customer satisfaction, providing online support, and offering technical assistance when required. The role involves handling customer queries and concerns with professionalism and efficiency. Qualifications Customer Support, Customer Service, and Customer Satisfaction skills Experience in providing Online Support and Technical Support Excellent communication and interpersonal skills Strong problem-solving abilities and attention to detail Ability to work independently and as part of a team Prior experience in a similar role is preferred Bachelor's degree in any relevant field
Company Description V6 Arthgyan LLP, based in Lucknow, is a trusted partner for wealth management and financial planning, empowering over 3,700 investors across India to achieve financial freedom. As an AMFI-registered Mutual Fund Distributor, we simplify investing through transparent and effective methods. Our services include Mutual Funds, Tax-Saving ELSS schemes, Fixed Income options like Fixed Deposits and Bonds, and Alternate Investment Products for diversified portfolios. We specialize in goal planning for retirement, education, and financial independence, providing expertise in long-term wealth creation. Role Description 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 clients with investment plans, and ensuring client satisfaction. The role involves understanding clients' financial goals, recommending suitable financial products, conducting periodic reviews, and staying up-to-date with market trends. Qualifications Client Relationship Management and Financial Advice skills Experience in Investment Planning and Wealth Management Knowledge of Mutual Funds, Tax-saving schemes, Fixed Income products, and Alternate Investments Excellent communication and interpersonal skills Ability to conduct research and stay updated with financial market trends Experience in working in a client-facing role Bachelor's degree in Finance, Business, Economics, or related field Relevant certifications (e.g., AMFI) are a plus Proficiency in financial planning tools and software