Wealth Redefine
Shortlisted by 11+ Applicants
Location: Uttar Pradesh - Other
Experience: 1-5 Years
Work Mode: WFO
Salary: ₹ 25K - 35K
About the company At Wealth Redefine, we bring over a decade of unparalleled expertise in finance management, making us a trusted partner for individuals and businesses worldwide. Based in Noida and AMFI-registered since 2013, we specialize in Mutual Funds, PMS, AIF, and Corporate FDs.
Company Name: Wealth Redefine
Company Type: Banking & Finance
Company Size:
Brand: Relationship Manager
Key Responsibilities:
- Present and sell Mutual funds products to UHNIs
- Work towards quarterly sales targets
- Follow up diligently with prospects and ensure consistent client engagement
- Maintain and update client records using CRM tools
- Provide excellent customer service and support throughout the sales process
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