Company Description

Sahayak Associates is a financial services firm located in Chandigarh. Our investment process and Wealth Management Plans are designed to help individuals achieve their specific financial goals. We offer a range of services including goal-linked financial analysis, investment advice, tax planning, and regular portfolio reviews. Our team utilizes various wealth management tools such as liquidity management and diversified investments to optimize risk and maximize returns. We also provide retirement planning, insurance solutions, children plans, and estate planning and will writing services.

Role Description

This is a full time in office role for a Relationship Manager- Mutual Funds Sales at Sahayak Associates in Chandigarh. The Relationship Manager will be responsible for building and maintaining relationships with clients, providing investment advice, promoting mutual funds,



and helping clients achieve their financial goals. The role involves meeting with clients, conducting financial assessments, analyzing portfolios, and recommending suitable investment strategies. The Relationship Manager will also be responsible for sales and achieving revenue targets.

Qualifications
Knowledge of mutual funds and other investment products
Solid sales and communication skills
Ability to build and maintain client relationships
Understanding of financial planning and wealth management
Experience in the financial services industry
Ability to analyze portfolios and provide investment recommendations
Certifications such as AMFI, NISM, or CFP would be beneficial
Bachelor's degree in Finance, Business, or related field

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📌 Relationship Manager Mutual Funds Sales Chandigarh (India)
🏢 Sahayak Associates
📍 India