Wealth Redefine
Website:
wealthredefine.in
Job details:
💼Mutual Fund Sales
📍Location : Sector 3, Noida
About Wealth Redefine:
Wealth Redefine is a rapidly growing wealth management firm based in Noida, managing ₹650+ Crore in client assets. We work with investors across India and globally, helping them achieve their long-term financial goals through disciplined investing and personalized financial guidance.
Key Responsibilities
- Connect with prospective and existing clients regarding Mutual Fund investments.
- Understand clients' financial goals and recommend suitable investment solutions.
- Explain Mutual Fund products, SIPs, lump sum investments, and portfolio reviews.
- Stay updated on Mutual Fund products and market developments.
Who We're Looking For
- 1–2 years of sales or relationship management experience.
- Experience in Mutual Funds, Wealth Management, Broking, PMS, Insurance, Banking, or Financial Services will be preferred.
- Wants to build a long-term career as Relationship Manager (Mutual Funds)
- Possesses excellent communication and relationship-building skills.
- Is self-driven, disciplined, and target oriented for Mutual Funds.
Preferred Qualifications
- Graduate in any discipline.
- MBA (Finance/Marketing) is a plus.
- NISM Certification (preferred but not mandatory).
What You'll Get
- Structured on the job training on wealth management (Mutual Funds)
- Continuous learning and mentoring from experienced professionals.
- Clear career progression into Senior Relationship Manager and Wealth Manager roles.
Why Join Wealth Redefine?
- We manage over ₹650+ Crore in client assets.
- Learn wealth management from experienced professionals.
- Strong focus on employee development and career growth.
- Exposure to HNI and retail investors.
Apply if:
✔ You enjoy interacting with clients.
✔ You're passionate about investments and wealth creation.
✔ You're looking for a stable, long-term career in wealth management.
✔ You're ready to learn, perform, and grow with us.
--Only Delhi NCR candidates shall be considered--
Salary range - 25,000-30,000 (depending on interview)
*Employer contact details: 7982605331 (Jayant)
Click on Apply to know more.