Job description
Profile: Relationship Manager
Location: Lucknow, Noida
Role: Direct Sales Executive
Industry Type: Investments Services
Department: Sales & Business Development
Employment Type: Full Time
Candidates: Male and Female

About us:
We specialize in helping our clients navigate the world of mutual funds. We believe that investing in mutual funds is a great way to build wealth and achieve financial goals. Our team of experienced professionals is dedicated to providing our clients with personalized investment advice and excellent customer service. We offer a wide range of mutual fund products from some of the top fund houses in the country. Our clients can choose from equity funds, debt funds, hybrid funds, and more. We understand that every investor has unique needs and goals, which is why we take the time to understand our client's investment objectives before recommending any investment products.

Job brief:
We are looking for an experienced Financial Adviser to join our team and serve as a valuable intermediary between our company and clients.




Your role will involve providing comprehensive financial guidance and offering tailored recommendations to help clients maximize their financial potential. You will be responsible for conducting thorough market research, understanding clients individual needs, and designing effective financial strategies.
Additionally, you will play a key role in closing sales and building long-term relationships with clients. The ideal candidate will possess solid analytical skills, excellent communication abilities, and a deep understanding of financial products and services.
Join us and help clients make informed financial decisions for a secure future.

Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, investments)
- Assess clients overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profit

📌 Walk-in || Relationship Manager (Noida)
🏢 Metaarth Finserve
📍 Noida