Innowise Wealth Management Pvt. Ltd.

Mumbai 12 Nov 2021

Job Title

Associate Relationship Executive

Job City


Company Profile

Investor Funda is an enterprise providing investment & insurance solutions. Our team is committed to creating wealth for its clients based on their needs and requirements to achieve their financial goals.

We believe in sharing authentic investing wisdom and simplifying the world of investing for our clients. Our advice is backed with in-depth research of scheme performance and due diligence of long-term performance of the funds & fund managers.

Job Profile & Responsibilities

  • Provide advisory services into various instruments, majorly in General Insurance, Mutual Fund, FD, PMS, Bonds, Equity, Gold investment alternatives, FMP, etc.
  •  Periodically access the client’s portfolio risk according to his risk appetite and changing market situation.
  • Generate revenue primarily through core products.
  • Acquire new clients and formulate strategies to increase client base

Prefered Qualifications

Minimum Graduate.

Desired Candidate Profile

  • Mutual Fund industry / advisory experience of at least 1 year plus preferable.
  • Candidate with NISM – MF Advisory Module / CFP / CWM would have an added advantage

Additional Details

Salary Range

From: Rs. 2,50,000/ - To: Rs. 3,50,000/- per annum

How to Apply