Mutual Fund - Relationship Manager

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