Relationship Manager Noida

Relationship Manager Noida

03 Sep
|
Mainstream Investments Advisors
|
Noida

03 Sep

Mainstream Investments Advisors

Noida

We’re Hiring | Relationship Manager – AWAKEN

We are looking for energetic, ambitious and relationship-oriented professionals to join our AWAKEN team.

What is AWAKEN?

AWAKEN is our structured approach to mutual fund investing built around a simple philosophy:

Understand First → Build the Financial Foundation → Invest Accordingly → Review Periodically

Rather than beginning with “Which mutual fund?”, we begin by understanding the investor—their objectives, circumstances, investment background and risk profile—and then help them move towards suitable mutual fund investments.

What will you do?

As a Relationship Manager – AWAKEN, you will progressively learn to manage the complete client journey:

Prospecting → Client Interaction → Fact Finding & Risk Profiling → AWAKEN Preparation → Presentation → Mutual Fund Investment Implementation → Long-term Client Relationship

You will work closely with the founders and back office while receiving continuous training in the AWAKEN methodology, mutual funds, personal finance,



client communication and relationship management.

We would love to meet you if you:
Enjoy meeting people and developing recent relationships
Are comfortable with prospecting and business development
Listen well and have a genuine desire to understand clients
Communicate confidently and can explain things simply
Have a solid interest in mutual funds and personal finance
Are willing to learn continuously and take ownership
Believe in building long-term client relationships rather than short-term transactions

Experience in mutual fund distribution, banking, financial services, relationship management or business development would be practical.

CFP or relevant education in personal finance/investments is an added advantage, but not mandatory.

Applicable NISM/AMFI requirements will need to be fulfilled before undertaking relevant mutual fund distribution activities.

Why join us?

We have an ambitious vision for AWAKEN and want to progressivel

📌 Relationship Manager Noida
🏢 Mainstream Investments Advisors
📍 Noida

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: relationship manager noida / noida

Subscribe to this job alert:

Get the latest job offers by email for: relationship manager noida / noida