Assistant Relationship Manager

17 hours ago

Ranchi, Jharkhand, India MONEY KUMBH Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Job Overview

  • Position:
    Financial Services Advisor
  • Company:
    Money Kumbh Wealth and IMF Private Limited
  • Location:
    Ranchi, Jharkhand
  • Type:
    Full-Time

Key Responsibilities

The role focuses on advising clients on their financial strategies and investments. Your main duties will include:

  • Guiding clients on
    mutual funds
    and other investment strategies.
  • Managing client portfolios to ensure they meet their financial goals.
  • Organizing and maintaining client financial documents.
  • Helping clients understand different investment options, including
    bonds, shares, and insurance plans
    .
  • Preparing for and passing key certifications like
    NISM 5A
    within one month of joining and the
    IRDA license
    afterward.

Qualifications & Who Should Apply

  • Education:
    A bachelor's degree is the minimum requirement.
  • Experience:
    This is an excellent opportunity for
    freshers
    .
  • Preferred Candidates:
    The company favors those with an
    MBA, CA qualification, or CA Inter cleared
    .
  • Skills:
    You should have strong analytical and communication skills, as well as a genuine interest in financial markets.

Why Join?

The company is offering a supportive and dynamic environment with significant potential for
career growth
. You'll receive training and mentorship to help you advance in the wealth management field.

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