Wealth Redefine Financial Services LLP is an AMFI-registered mutual fund distributor and wealth management company based in Noida since 2013. The firm specializes in Mutual Funds, PMS, AIF, and Corporate FDs, providing personalized guidance to individual and corporate clients. Recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, Wealth Redefine manages an AUM of over 500 Crores. A team of MBA graduates and certified financial experts works closely with clients to design tailored investment strategies. The company is committed to helping clients build long-term financial security and take control of their financial future.
Role Description
The Relationship Manager – Mutual Funds is a full time, on-site role based in Noida. This role focuses on acquiring and managing client relationships, understanding their financial goals, and recommending suitable mutual fund and related investment solutions. Daily responsibilities include conducting client meetings,
preparing investment proposals, monitoring portfolio performance, and providing regular reviews and updates. The Relationship Manager will coordinate with internal research and operations teams to ensure accurate execution of transactions and high-quality service delivery. The role also involves generating new business through referrals, networking, and outreach, while maintaining compliance with regulatory and company guidelines.
Qualifications
• Strong client relationship management skills, including active listening, needs assessment, and consultative selling.
• Sound understanding of mutual funds, basic investment concepts, and wealth management products; AMFI or relevant certifications are an advantage.
• Ability to analyze portfolios, interpret market information, and prepare clear financial recommendations and reports.
• Effective communication and presentation skills, with pr