mNivesh
Website:
niveshonline.com
Job details:
Company: Mnivesh
Location: Delhi, Rohini
Role Summary:
We are looking for a Relationship Manager with 2–3 years of experience in mutual funds, banking, or financial services. The role involves acquiring and managing clients, understanding their investment goals, recommending suitable mutual fund products, conducting portfolio reviews, and ensuring excellent client service. The candidate will also coordinate with internal teams for smooth transaction processing and contribute to business growth through referrals and cross-selling.
Requirements:
- 2–3 years of experience in mutual funds, banking, or financial advisory
- Strong client relationship and communication skills
- Good knowledge of mutual funds and investment products
- Sales and business development experience
- Bachelor's degree in Finance, Commerce, Business, Economics, or a related field
- AMFI/NISM certification will be an added advantage
Click on Apply to know more.