Portfolio Manager

1 week ago


Noida, Uttar Pradesh, India Wealth Redefine Full time

Portfolio manager – Mutual Funds

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)

About Us – Wealth Redefine

At Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify wealth management and empower clients to grow their wealth with confidence.

About the Role

We are looking for an enthusiastic and knowledgeable Relationship Manager / Financial Advisor with expertise in Mutual Funds , SIPs, Financial Planning, and Stock Markets. This role is ideal for someone who enjoys building strong client relationships, offering trusted financial advice, and driving mutual fund sales.

Key Responsibilities

  • Build and maintain strong client relationships while understanding their financial needs.
    • Provide expert guidance on Mutual Funds, SIPs, and financial investment planning.
      • Assist clients in making informed investment decisions and achieving long-term goals.
        • Meet monthly sales targets for mutual funds and related products.
          • Stay updated on market trends, financial products, and regulatory changes.

Qualifications & Skills

Graduate in Finance, Commerce, or a related field (MBA/CFP preferred but not mandatory).

Mandatory knowledge of Mutual Funds, SIP, Financial Advisory, and Stock Market.

2–8 years of experience in mutual fund distribution, financial advisory, or sales.

Excellent communication, interpersonal, and presentation skills.

Ability to meet targets while maintaining long-term client trust.

Self-motivated, proactive, and client-focused.

Job Details

Location: Sector 3, Noida (Candidate must be willing to travel on-site)

Shift Timing: 9:00 AM – 5:30 PM (8.5 hours)

Employment Type: Full-time, On-site

Salary: ₹24,000 – ₹40,000 per month (based on experience & performance)

Incentives: Performance-linked incentives available

Employer contact details - 7982605331 ( Jayant )

Why Join Wealth Redefine?

  • Competitive salary with attractive incentives.
  • Opportunity to grow in the wealth management & financial advisory space.
  • Hands-on learning with experienced mentors and industry experts.

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