Financial Advisor, Mutual Funds
Wealth Redefine
Noida, Uttar Pradesh, IndiaFresher57m agovia LinkedIn
About the Company
Wealth Redefine Financial Services LLP is an AMFI-registered mutual fund distributor and wealth management company based in Noida since 2013. The firm specializes in Mutual Funds, PMS, AIF, and Corporate FDs, providing personalized guidance to individual and corporate clients. Wealth Redefine manages an AUM of over 700 Crores and has been recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight.
About the Role
This role focuses on acquiring and managing client relationships, understanding their financial goals, and recommending suitable Mutual Fund and related investment solutions.
Key Responsibilities
- Conducting client meetings.
- Preparing investment proposals.
- Providing regular reviews and updates.
- Generating new business through referrals, networking, and outreach.
Requirements & Tech Stack
- Mutual Funds
- Basic investment concepts
- Wealth management products
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.
- 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.
- AMFI or relevant certifications are an advantage.
- Knowledge of local languages is beneficial.
Location: Sector 3, Noida (onsite)
Salary Offered: 3 LPA to 4.2 LPA CTC
Employer Contact: 7982605331 (Jayant)