Innowise Wealth Management Pvt. Ltd.

Mumbai 12 Nov 2021

Job Title

Senior Relationship Manager

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

  • Providing 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.
  • Generating revenue primarily through core products.
  • Acquisition of new clients and formulating strategies to increase client base.
  • Provide tax optimization advisory to clients.

Prefered Qualifications

  • Minimum Graduate – MBA preferred

Desired Candidate Profile

  • Minimum Experience: 3 years and above in investment management & wealth advisory
  • Candidate with NISM – MF Advisory Module / CFP / CWM would have an added advantage

Additional Details

Salary Range

Rs. 3,50,000 to Rs. 5,50,000/- per annum

How to Apply