Financial Advisor (Mutual Funds)

About the job

📌 Job Title: Financial Advisor (Mutual Funds) 📍 Location: Sector 3, Noida (On-site) 🏢 Company: Wealth Redefine About Us: Wealth Redefine is a growing wealth management company with ₹600+ crore AUM. We help clients plan and grow their wealth with the right financial solutions and long-term guidance. About the Role: We are looking for a Financial Advisor who has experience in Mutual Fund sale ... s andhandling HNI clients. This role is for someone who is confident in meeting clients, explaining investment products, and building long-term relationships. We are looking for candidates who want to stay and grow with the company. Key Responsibilities: • Sell Mutual Fund products to HNI clients • Meet clients and explain investment options clearly • Follow up regularly with prospects and existing clients • Work towards assigned sales targets • Provide good customer support before and after sales Who Should Apply? • Experience in Mutual Fund or Financial Product sales • Basic to good knowledge of Mutual Funds • Comfortable with local travel for client meetings • Good communication and relationship-building skills • Stable work history is important What We Offer: • Day shift: 9:00 AM to 5:30 PM • 8.5-hour shift (including 1-hour break) • Growth opportunities for consistent performers • Professional and supportive work environment

Requirements

• Mutual Fund sales
• Client meetings
• Relationship building
• Sales targets
• Customer support

Qualifications

• Experience in Mutual Fund or Financial Product sales
• Good knowledge of Mutual Funds

Preferred Technologies

• Mutual Fund sales
• Client meetings
• Relationship building
• Sales targets
• Customer support

Benefits

• Growth opportunities
• Day shift
• Professional work environment

About the company

Wealth Redefine is a growing wealth management company with ₹600+ crore AUM. We help clients plan and grow their wealth with the right financial solutions and long-term guidance.