- Experience
- Any
- Salary
- INR 500,000 – INR 600,000 / year
- Openings
- 1
- Posted
- 2 hours ago
- Work mode
- In office
- Education
- MBA in Finance
- Resume
- Required to apply
Where you'll work
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Job description
About Aksha Moneyworks4u Pvt Ltd
Aksha Moneyworks4u Pvt Ltd, founded in 2014 and headquartered in Pune, is a prominent AMFI-registered mutual fund distributor and financial consulting firm focused on delivering objective, goal-oriented wealth management services. We serve individuals, families, NRIs, and high net-worth individuals, currently managing over 400 crore INR in mutual fund portfolios for more than 800 clientele across India and abroad. Our CEO, Sandeep Kulkarni, is a respected industry mentor and thought leader.
Our Core Values & Culture
- Client-first approach prioritizing client interests in all decisions
- Mutual respect among clients and coworkers
- Encourage teamwork with a focus on continuous self-improvement
- Foster curiosity for learning market trends and client needs
- Promote proactive feedback for ongoing enhancement of services
- Adopt a problem-solving mindset to navigate challenges effectively
- Grant accountability and autonomy for role execution
- Value independent thinking and objective analysis
Role Overview
As a Relationship Manager, you will handle a portfolio of affluent and high net-worth clients, understand their financial goals, and design personalized investment strategies. Collaboration with internal departments, monitoring industry developments, and ensuring client satisfaction are key aspects of this role.
Key Responsibilities
- Maintain and nurture relationships with HNI clients
- Deliver tailored mutual fund investment plans aligned with client objectives
- Coordinate activities with internal teams for smooth execution
- Stay well-informed on mutual fund market dynamics and regulatory changes
- Address client queries promptly and satisfactorily
Candidate Profile
- MBA degree with specialization in Finance
- Strong enthusiasm and knowledge of stock markets and mutual funds
- Solid understanding of mutual fund products and related regulations
- Excellent verbal and written communication skills
Preferred Certifications
- NISM Series VA – Mutual Fund Distributor certification
- NISM Series XV – Research Analyst certification
Minimum education
Master's Degree
Industry
Financial Services