Wealth manager

6 days ago


Noida, Uttar Pradesh, India Wealth Redefine Full time

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

Employer contact details Jayant )

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.

About the Role

We are looking for an enthusiastic and knowledgeable Wealth 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

  • Provide expert guidance on Mutual Funds, SIPs, and financial investment planning.
  • Interact with HNI clients regularly
  • 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.

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

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 in-hand (based on experience & performance)

Incentives: Performance-linked incentives available

Job Type: Full-time

Pay: ₹300, ₹480,000.00 per year

Benefits:

  • Cell phone reimbursement
  • Commuter assistance
  • Internet reimbursement
  • Leave encashment
  • Paid sick time
  • Paid time off

Work Location: In person



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