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 on-site role for a Relationship Manager (RM) at Fauji Wealth located in Sector 18, Dwarka, Current 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 someone who combines strong mutual fund knowledge with good communication and relationship-building skills, we’d be happy to hear from you.

Interested candidates can apply through LinkedIn or share their CV with us.

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📌 Relationship Manager (Dwarka)
🏢 Fauji Wealth
📍 Dwarka