Verified Job
Accounting - Finance
Relationship Manager-Mutual Fund
Accounting - Finance
#687323
Remote / WFH
Job Description
Company Description
mNivesh is a leading distributor of mutual funds in India, ranking among the top companies nationwide and within the top five in Delhi. Established in 2006, the company offers comprehensive investment solutions, including mutual funds, stocks, insurance, fixed deposits, bonds, and debentures, ensuring all your financial needs are met. With an actively managed portfolio of INR 450-475 Crore in assets under management (AUM), mNivesh is dedicated to helping clients achieve their financial goals, no matter their location.
Role Description
The Relationship Manager-Mutual Fund is a full-time, on-site role based in Delhi, India. The individual will be responsible for building and maintaining strong client relationships, understanding clients' financial goals, and offering suitable mutual fund products to meet their needs. The role involves conducting client meetings, addressing inquiries, providing financial guidance, and identifying opportunities for upselling and cross-selling investment solutions.
Qualifications
• Knowledge of mutual funds, investment products, and financial markets
• Strong relationship-building and client management skills
• Excellent communication, presentation, and interpersonal skills
• Experience in sales, cross-selling, or upselling financial products
• Analytical skills and the ability to assess client requirements accurately
• Proficiency in MS Office and financial planning tools
• Self-motivation, result-oriented mindset, and problem-solving abilities
• Bachelor’s degree in finance, business administration, economics, or related fields; certifications such as CFP or NISM are advantageous
mNivesh is a leading distributor of mutual funds in India, ranking among the top companies nationwide and within the top five in Delhi. Established in 2006, the company offers comprehensive investment solutions, including mutual funds, stocks, insurance, fixed deposits, bonds, and debentures, ensuring all your financial needs are met. With an actively managed portfolio of INR 450-475 Crore in assets under management (AUM), mNivesh is dedicated to helping clients achieve their financial goals, no matter their location.
Role Description
The Relationship Manager-Mutual Fund is a full-time, on-site role based in Delhi, India. The individual will be responsible for building and maintaining strong client relationships, understanding clients' financial goals, and offering suitable mutual fund products to meet their needs. The role involves conducting client meetings, addressing inquiries, providing financial guidance, and identifying opportunities for upselling and cross-selling investment solutions.
Qualifications
• Knowledge of mutual funds, investment products, and financial markets
• Strong relationship-building and client management skills
• Excellent communication, presentation, and interpersonal skills
• Experience in sales, cross-selling, or upselling financial products
• Analytical skills and the ability to assess client requirements accurately
• Proficiency in MS Office and financial planning tools
• Self-motivation, result-oriented mindset, and problem-solving abilities
• Bachelor’s degree in finance, business administration, economics, or related fields; certifications such as CFP or NISM are advantageous
