Wealth Manager - Mutual Funds

About the job

💼Wealth manager - Mutual Funds 📍Sector 3, Noida On-site 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 Wealth 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 • Build and maintain strong client relationships. • Provide expert guidance on Mutual Fund • Meet monthly sales targets for mutual funds, SIP and related products. • Stay updated on market trends, financial products, and regulatory changes. - Qualifications & Skills • Mandatory knowledge of Mutual Funds, SIP, Financial Advisory, and Stock Market. • 2-9 years of experience in Mutual fund advisory or Sales. • Excellent communication, interpersonal, and presentation skills. - Job Details • Location: Sector 3, Noida • Shift Timing: 9:00 AM - 5:30 PM (8.5 hours) • Salary: 24,000 - ₹44,000 in-hand per month (based on experience & interview) Employer contact details - 7982605331 (Jayant)

Requirements

• Mutual Funds
• SIPs
• Financial Planning
• Stock Market

Preferred Technologies

• Mutual Funds
• SIPs
• Financial Planning
• Stock Market

About the company

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.