Relationship Manager, Mutual funds
Wealth Redefine
Noida, Uttar Pradesh, IndiaFresher8h agovia LinkedIn
About the Role
The Relationship Manager – Mutual Funds is a full-time, on-site role based in Sector 3, Noida. This role focuses on acquiring and managing client relationships, understanding their financial goals, and recommending suitable mutual fund and related investment solutions.
Salary offered: 3LPA to 4.2LPA CTC
Key Responsibilities
- Conducting client meetings.
- Preparing investment proposals.
- Monitoring portfolio performance.
- Providing regular reviews and updates.
- Coordinating with internal research and operations teams to ensure accurate execution of transactions and high-quality service delivery.
- Generating new business through referrals, networking, and outreach.
- Maintaining compliance with regulatory and company guidelines.
Requirements & Tech Stack
- CRM tools
- Spreadsheets
- Standard office software
Qualifications
- Strong client relationship management skills, including active listening, needs assessment, and consultative selling.
- Sound understanding of mutual funds, basic investment concepts, and wealth management products.
- AMFI or relevant certifications are an advantage.
- Ability to analyze portfolios, interpret market information, and prepare clear financial recommendations and reports.
- Effective communication and presentation skills, with proficiency in written and spoken English.
- Knowledge of local languages is beneficial.