mNivesh
Website:
niveshonline.com
Job details:
Company Description Milestone Global Moneymart Pvt Ltd is a financial services organization focused on helping clients manage and grow their wealth through a range of investment solutions. The company operates in a dynamic and client-centric environment, emphasizing long-term relationships and responsible financial guidance. Team members collaborate closely to understand client needs and recommend suitable products and strategies. The organization values professionalism, ethical conduct, and clear communication in every client interaction.
Role Description This is a full-time, on-site role for a Relationship Manager – Mutual Funds based in Delhi, India. The Relationship Manager will engage with existing and prospective clients to understand their investment goals, risk appetite, and financial priorities, and recommend appropriate mutual fund products. Day-to-day responsibilities include meeting clients, explaining product features, preparing investment proposals, and supporting clients through account opening and transaction processes. The role involves regular portfolio reviews, monitoring market trends, and coordinating with internal teams to ensure timely and accurate execution of client instructions. The Relationship Manager will also maintain detailed records, follow compliance guidelines, and contribute to business growth through proactive client outreach and relationship-building.
Experience- 2 to 3 years
Qualifications
- Strong client relationship management skills, including the ability to build trust, communicate clearly, and address client queries effectively.
- Solid understanding of mutual funds, capital markets, and basic investment concepts, with the ability to explain products in simple terms.
- Proficiency in using office productivity tools (such as spreadsheets, presentation software, and CRM systems) to prepare reports and track client interactions.
- Attention to detail, analytical thinking, and the ability to interpret financial information for client discussions and portfolio reviews.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications in mutual funds or investment advisory are an advantage.
- Comfort working in an on-site, client-facing environment in Delhi, with a proactive approach to business development and target achievement.
- Commitment to ethical practices, regulatory compliance, and maintaining confidentiality of client information.
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