Relationship Manager-Mutual Funds

Company Description Milestone Global Moneymart Pvt Ltd is a financial services organization focused on helping clients manage and grow their wealth through a range of investment solutions. The company operates in a dynamic and client-centric environment, emphasizing long-term relationships and responsible financial guidance. Team members collaborate closely to understand client needs and recommend suitable products and strategies. The organization values professionalism, ethical conduct, and clear communication in every client interaction.

Role Description This is a full-time, on-site role for a Relationship Manager – Mutual Funds based in Delhi, India. The Relationship Manager will engage with existing and prospective clients to understand their investment goals, risk appetite, and financial priorities, and recommend appropriate mutual fund products. Day-to-day responsibilities include meeting clients, explaining product feature...