Client Relationship Executive – Investments

1 day ago

Ghaziabad, Uttar Pradesh, India Munafawaala Full time ₹ 3,00,000 - ₹ 9,00,000 per year

About Munafawaala:

Munafawaala is a wealth management and financial advisory brand helping families grow their wealth through Mutual Funds, Insurance, and goal-based financial planning. We are partners with NJ Invest India and Policy Bazaar, offering trusted investment and protection solutions.

Role Overview:

We are looking for a passionate individual who has a keen interest in
investments and mutual funds
and wants to learn practical aspects of wealth management. The role involves assisting clients, supporting backend operations, and gradually developing expertise in portfolio handling and financial planning.

Key Responsibilities:

  • Assist clients in KYC, investment account opening, and SIP setup.
  • Prepare mutual fund performance reports and monitor client portfolios.
  • Coordinate with NJ Invest and Policy Bazaar backend teams.
  • Follow up with clients for renewals, rebalancing, and review meetings.
  • Maintain investor data and service records in Excel / CRM.
  • Learn and understand various investment products and financial concepts.
  • Support basic office and administrative coordination tasks.

Skills & Attributes:

  • Genuine
    interest in investments, mutual funds, and financial planning
    .
  • Strong communication and relationship skills (English & Hindi).
  • Detail-oriented with good follow-up habits.
  • Basic knowledge of MS Excel and Google Sheets.
  • Eagerness to
    learn and grow
    in the finance industry.

Qualification:

  • Graduate / Postgraduate (preferably in Commerce, Finance, or Economics).
  • Freshers with interest in investment advisory may also apply.

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