Financial Advisor

About the job

💼Financial advisor - Mutual Funds (Sales) 📍Sector 3, Noida (onsite) About Us - Wealth Redefine At Wealth Redefine, we are passionate about helping HNIs achieve their financial goals through smart investing. We manage an AUM of over 650+ crores with clients across the globe. Our mission is to simplify wealth management and empower clients to grow their wealth with confidence. About the Role ... We are looking for an enthusiastic and proactive Relationship Manager / Financial Advisor with expertise in Mutual Funds, SIPs, Financial Planning, and Stock Markets. This role is ideal for someone who enjoys building strong client relationships, offering trusted financial advice, and driving mutual fund sales. Key Responsibilities • Provide expert guidance on Mutual Fund to clients(Sales) • Meet monthly sales targets for mutual funds, SIP and related products. • Stay updated on market trends, financial products, and regulatory changes. Qualifications & Skills • 2-7 years of experience in Mutual fund(Sales) • Excellent communication, interpersonal, and presentation skills.

Requirements

• Mutual Funds
• SIPs
• Financial Planning
• Stock Markets

Preferred Technologies

• Mutual Funds
• SIPs
• Financial Planning
• Stock Markets

About the company

Wealth Redefine is dedicated to assisting HNIs in achieving their financial goals through intelligent investing. They manage an AUM of over 650+ crores, with clients globally, aiming to simplify wealth management to empower clients in wealth growth.