Company Description Wealth Redefine Financial Services LLP is an AMFI-registered Mutual Fund Distributor and wealth management company based in Noida since 2013. We offer personalized guidance in Mutual Funds, PMS, AIF, and Corporate FDs to help individuals and corporate clients achieve their financial goals. Our team of MBA graduates and certified financial experts crafts customized investment strategies to ensure wealth growth with confidence. Role Description This is a full-time Sales Manager role for Mutual Funds at Wealth Redefine. The Sales Manager will be responsible for developing and implementing sales strategies, meeting sales targets, managing client relationships, and managing a team of 10 people. This role is on-site in Noida. Qualifications Sales and Business Development skills Team and Relationship Management skills Knowledge of Mutual Funds, PMS, AIF, and Corporate FDs Excellent communication and negotiation skills Ability to analyze market trends and client needs Experience in the financial services industry is a compulsary Bachelor's degree in Finance, Business, or related field
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 3-6 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills
Responsibilities: * Collaborate with cross-functional teams on product development * Manage client relationships for financial products like mutual funds and portfolio investment through regular communication and reporting * Meet client relationships Travel allowance Health insurance Sales incentives Annual bonus Referral bonus
This is a full-time on-site role for a sales manager located in Noida. The candidate will be responsible for overseeing the financial planning specific to sales, using their expertise to drive company sales performance upwards. Health insurance Annual bonus Food allowance
Company Description At Wealth Redefine Financial Services LLP, we simplify your journey to financial success. Based in Noida since 2013, we are an AMFI-registered mutual fund distributor and wealth management company specializing in Mutual Funds, PMS, AIF, and Corporate FDs. Recognized among the Top 10 Promising Wealth Management Companies by Success Insight, we manage an AUM of over 500 Crores. Our team of MBA graduates and certified financial experts provides personalized guidance to help clients achieve their financial goals with confidence. Role Description This is a full-time on-site role for a Sales Finance Manager located in Noida. The Sales Finance Manager will be responsible for overseeing the financial planning and business planning processes specific to sales, using their expertise to analyze financial data and create actionable plans to drive company sales performance. Daily tasks include managing sales finance operations, conducting financial analysis, coordinating with sales teams, and ensuring the accuracy of financial forecasts and reports. Qualifications Strong skills in Sales Finance and Financial Planning Experience in Business Planning and Finance Analytical skills for financial data interpretation and decision-making Excellent communication and interpersonal skills Bachelor's degree in Finance, Business Administration, or a related field MBA or relevant certification is a plus Ability to work effectively within a team and independently Experience in the financial services industry is a plus
Responsibilities: * Manage client portfolios using PMS software * Recommend investments to client for the stocks and securities * Provide financial advice and guidance on buying mutual funds * Monitor market trends and risks Health insurance Annual bonus
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 2-7 years of client relationship experience with mutual funds Strong communication and interpersonal skills Compensation offered 25,000-36,000 in-hand *Only candidates with prior work experience in mutual funds will be considered for this position.
Industry Financial Services Job description The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 2-7 years of client relationship experience with mutual funds Strong English communication and interpersonal skills *Only candidates with prior work experience in mutual funds will be considered for this position. Job Type: Full-time Pay: ₹25,000.00 - ₹36,000.00 per month Benefits: Commuter assistance Health insurance Leave encashment Paid sick time Paid time off Ability to commute/relocate: Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required) Experience: mutual funds: 1 year (Required) Work Location: In person
Job Summary: We are hiring Sales Executives/Relationship Managers to sell Mutual Funds, SIPs, and other financial products . If you have experience in sales, BFSI, or financial services , and are motivated to earn high incentives, this role is for you. The job location is Sector 3 Noida. * Strong knowledge of mutual funds is mandatory to be considered for this position Key Responsibilities: Sell Mutual Funds, SIPs, and financial investment products to new and existing clients. Build and maintain strong client relationships. Achieve monthly and quarterly sales targets. Provide accurate investment advice and product information. Maintain client records and follow up regularly. Qualifications & Skills: 1–8 years of sales experience (Mutual Funds, Insurance, Banking, or Financial Services preferred). Good communication and interpersonal skills. Knowledge of financial products and investment planning. AMFI / NISM certification preferred but not mandatory. Benefits: Fixed salary + high performance-based incentives. Training and certification support provided. High growth opportunities in Banking & Financial Services (BFSI) sector. Job Details: Job Type: Full-time Schedule: Day shift Salary offered: ₹24,000 - 37,000 in-hand Industry: BFSI / Financial Services / Investments Work Location: Sector 3 Noida employer contact details = 7982605331 (Jayant)
Job Summary: We are hiringSales Executives/Relationship Managers to sell Mutual Funds, SIPs, and other financial products . If you have experience in sales, BFSI, or financial services , and are motivated to earn high incentives, this role is for you. The job location is Sector 3 Noida. * Strong knowledge of mutual funds is mandatory to be considered for this position Key Responsibilities: Sell Mutual Funds, SIPs, and financial investment products to new and existing clients. Build and maintain strong client relationships. Generate leads through cold calling, references, and networking. Achieve monthly and quarterly sales targets. Provide accurate investment advice and product information. Maintain client records and follow up regularly. Qualifications & Skills: 1–8 years of sales experience (Mutual Funds, Insurance, Banking, or Financial Services preferred). Good communication and interpersonal skills. Knowledge of financial products and investment planning. AMFI / NISM certification preferred but not mandatory. Freshers with sales aptitude are welcome to apply. Benefits: Fixed salary + high performance-based incentives. Training and certification support provided. Career growth in Banking & Financial Services (BFSI) sector. Job Details: Job Type: Full-time Schedule: Day shift Salary offered: ₹24,000 - 37,000 in-hand Industry: BFSI / Financial Services / Investments Work Location: Sector 3 Noida Job Type: Full-time Pay: ₹24,000.00 - ₹37,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid time off Ability to commute/relocate: Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required) Experience: sales: 1 year (Required) Work Location: In person Speak with the employer +91 7982605331
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 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 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 (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.
Relationship Manager / Financial Advisor – 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 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 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 (based on experience & performance) - Incentives: Performance-linked incentives available 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: ₹300,000.00 - ₹480,000.00 per year Benefits: Commuter assistance Health insurance Leave encashment Life insurance Paid sick time Paid time off Ability to commute/relocate: Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required) Experience: mutual funds: 2 years (Required) Work Location: In person Speak with the employer +91 7982605331
Responsibilities: * Provide financial advice on investments * Analyze equities & manage portfolios * Develop investment plans & strategies * Collaborate with clients' goals & risk tolerance *strong knowledge of mutual funds is mandatory Annual bonus Health insurance
The ideal candidate will be having previous experience in financial advisory and strong understanding of mutual funds . Also preferring candidates with strong sales experience and portfolio management specifically. Responsibilities Client acquisition of HNI's and UHNI's Pitching mutual funds stock market investments to clients. Provide financial advice and recommendations to clients Prospect for new sales leads and close sales Qualifications 2-6 year of experience with mutual funds Ability to manage clients and financial advisory Strong communication and portfolio management skills
Wealth 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 We are looking for an enthusiastic and proactive Wealth 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. Why Join Wealth Redefine? Competitive salary with good incentives. Opportunity to grow in the wealth management & financial advisory space. Hands-on learning with experienced mentors and industry experts. Huge growth opportunity for long-term candidates. 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, SIP 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 of Sales. ✔ Excellent communication, interpersonal, and presentation skills. ✔ Ability to meet sales 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 in-hand per month (based on experience & interview) 🎯 Incentives: Performance-linked incentives available Employer contact details - 7982605331 (Jayant)
Responsibilities: * Provide financial advice on investments and portfolio management( for mutual funds ) * Manage HNIs' wealth through comprehensive planning for mutual funds Employer contact - Jayant( 7982605331 ) Health insurance Life insurance Sales incentives Performance bonus Referral bonus Leave encashment