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Verified Job Accounting - Finance

Mutual Fund - Relationship Manager

Gurgaon, Haryana
views
Accounting - Finance
#632800
Remote / WFH

Job Description

mNivesh is a leading distributor of mutual funds in India, ranked among the top 5 in Delhi. Since 2006, we have been providing a wide range of investment products, including mutual funds, stocks, insurance, fixed deposits, bonds, and debentures. With an AUM of ₹450–475 crore in mutual funds, our mission is to help clients achieve their financial milestones, no matter where they are located.

Location: Gurugram

Role Description

We are hiring a Relationship Manager – Mutual Funds & Stock for a full-time on-site position at our Gurugram office. The Relationship Manager will be responsible for:
• Managing client investment portfolios
• Providing investment advisory and financial planning solutions
• Conducting market research and analyzing trends
• Building and maintaining strong client relationships
• Supporting clients in achieving their financial goals

Qualifications
• Proven knowledge and experience in mutual funds and stock market investments
• Strong communication and interpersonal skills
• Ability to analyze financial data and market trends
• Prior experience in client relationship management
• Certifications such as AMFI, NISM, or CFP will be an added advantage
• Bachelor’s degree in Finance, Business, Economics, or related field

How to Apply

Interested candidates can apply by:

📧 Emailing their resume to [email protected]

📞 Contacting: +91- (Mr. Vipul Kumar)

Work Location: Gurugram
View more Mutual Jobs in Gurgaon →
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