Location - Sector 3, Noida (onsite)

Salary offered - 3 LPA to 4.5 LPA CTC

Company Description

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 700 Crores.

Role Description

We are looking for a knowledgeable Mutual Fund Trainer responsible for training Relationship Managers (RMs) on mutual fund products, investment concepts, market trends, and portfolio analysis. The role also involves conducting mutual fund research, analyzing schemes and market developments, and providing actionable insights to strengthen the team's product knowledge and client advisory capabilities.

Qualifications & Responsibilities

- Train Relationship Managers on mutual funds, investment products, asset allocation, portfolio construction,



and market fundamentals.
- Conduct regular training sessions to improve RMs' product knowledge, client advisory skills, and ability to explain investment solutions.
- Research and analyze mutual fund schemes, fund performance, portfolio composition, fund managers, and market trends.
- Prepare research reports, scheme comparisons, presentations, and training materials to support informed investment recommendations.

Preferred Qualifications:

- Robust knowledge of mutual funds, financial markets, investment products, and portfolio analysis.
- Excellent communication, presentation, and training skills.
- Ability to research mutual fund schemes and interpret financial data.
- AMFI/NISM certifications or relevant financial qualifications are preferred.

Location - Sector 3, Noida (onsite)

Salary offered - 3LPA to 4LPA CTC

*Employer contact number: (phone hidden) (Jayant)

📌 Mutual Funds Consultant (Noida)
🏢 Wealth Redefine
📍 Noida