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Mutual Fund - Relationship Manager

Place of work Gurgaon
Contract type Full-time
Start date -
Salary -

Job details

Job description, work day and responsibilities

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 vipul@niveshonline.com

📞 Contacting: +91-9910049264 (Mr. Vipul Kumar)

Work Location: Gurugram

The position is suitable for candidates with education

This position is suitable for fresh graduate

Company address

India
Haryana
Gurgaon Show on map Get directions
Company Name: mNivesh
You will be redirected to another website to apply.
Apply and send CV
Offer ID: #1262190, Published: 1 day ago, Company registered: 1 month ago

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