Company Description
Fauji Wealth is reinventing the wheel of mutual fund distribution, beating the average method of 'investing and forgetting' with research & analysis of fund performance to optimise investments. Fauji Wealth deals with Mutual Funds, SIFs, investor education, insurance, loans, etc.

Role Description
This is a full-time in office role for a Relationship Manager (RM) at Fauji Wealth located in Sector 18, Dwarka, New Delhi.

Qualifications
3+ years of experience as a Relationship Manager in the mutual fund / wealth management industry
NISM Series V-A qualified — mandatory
Strong knowledge of mutual funds, their categories, taxation and suitability
Good understanding of the latest SEBI / AMFI regulations and mutual fund industry developments
Strong sales and relationship-management skills
Excellent verbal and written communication
Ability to understand investor requirements and communicate investment concepts clearly
Comfortable working with Excel and PowerPoint
Ability to work independently and take ownership of investor relationships

Plus Point if you have:




NISM Series XIII certification
Knowledge or understanding of Specialized Investment Funds (SIFs)
Experience handling HNI / affluent investors
Experience in wealth management or financial distribution
Roles & Responsibilities:
Managing and developing relationships with existing and prospective investors
Understanding investor requirements and assisting with suitable mutual fund solutions
Handling investor queries and providing timely support
Staying updated on changes in mutual fund regulations, products and industry developments
Supporting the sales process and building long-term investor relationships
Preparing and presenting investment-related information using Excel and PowerPoint

Location: Netaji Subhash Apartments, Sector 13, Dwarka, New Delhi, 110078
Experience: 3+ years
Qualification: NISM Series V-A mandatory
Salary: Open for discussion, based on experience and suitability
If you’re someon

📌 Relationship Manager (Dwarka)
🏢 Fauji Wealth
📍 Dwarka