We are looking for energetic, ambitious and relationship-oriented professionals to join our Wealth Redefine team. About Wealth Redefine Wealth Redefine is a growing wealth management firm focused on helping investors achieve their financial goals through mutual fund investments. Our approach is built around understanding the investor first—their financial objectives, circumstances, investment background and risk profile—and then helping them move towards suitable mutual fund investment solutions. Rather than beginning with *“Which mutual fund?”*, we believe in understanding the investor and building long-term relationships through informed investment decisions. What will you do?
• As a Relationship Manager – Mutual Funds, you will progressively learn to manage the complete client journey:
• Prospecting → Client Interaction → Fact Finding & Risk Profiling → Investment Recommendations → Mutual Fund Investment Implementation → Long-term Client Relationship Your responsibilities will include:
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• Identify and acquire recent clients through prospecting, networking, referrals and business development.
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• Understand clients’ financial objectives, investment experience and risk profiles.
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• Develop and present suitable mutual fund investment solutions.
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• Generate business through SIPs, lump-sum investments and portfolio expansion.
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• Build and maintain long-term relationships with retail and HNI investors.
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• Conduct regular client follow-ups, investment reviews and relationship-building activities.
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• Participate in continuous training in mutual funds, personal finance, investment suitability, client communication and relationship management. We would love to meet you if you:
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• Enjoy meeting people and developing new relationships.
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• Are comfortable with prospecting, business development and achieving sales targets.
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• Listen well and have a genuine desire to understand clients.
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• Communicate confidently and can explain financial concepts simply.
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• Have a strong interest in mutual funds, investments and personal finance.
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• Are willing to learn continuously and take ownership.
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• Believe in building long-term client relationships rather than short-term transactions. distribution activities. Why join Wealth Redefine?
• We have an ambitious vision to expand our mutual fund distribution business and reach more investors.
• We are not simply looking to fill a vacancy.
• We are looking for people whom we can train, develop and grow into excellent Relationship Managers—and who would like to grow with us on this journey.
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• Opportunity to build a career in mutual fund distribution and wealth management.
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• Continuous learning and professional development.
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• Direct exposure to founders and experienced professionals.
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• Opportunity to develop client acquisition, investment communication and relationship management skills.
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• Performance-based incentives and career growth. Job Details: ?
Salary:
₹25,000 – ₹35,000 per month CTC, depending on experience and skills ? Work Mode: Work from Office ? **Apply if
your profile
is relevant; Share your updated CV to (phone hidden) ( Jayant ) Know someone who could be a great fit? Please share this opportunity with them. #Hiring #RelationshipManager #WealthRedefine #MutualFunds #MutualFundDistribution #FinancialServices #BusinessDevelopment #ClientRelationship #Investment #NoidaJobs #Careers