Company Description
Moneyfrog Financial Services Pvt. Ltd. is a tech-enabled wealth management platform dedicated to simplifying investment journeys. By leveraging advanced technology, the platform provides unbiased and research-driven investment guidance tailored to individual financial goals, risk tolerance, and timelines. Moneyfrog offers a comprehensive suite of services, including investment tracking, customized solutions, online transaction execution, and regular portfolio reviews to adapt to changing market conditions. As a regulator-certified distributor in India, Moneyfrog serves HNI, affluent, and NRI clients, delivering reliable and lifelong financial solutions. Job Description: Relationship Manager - Wealth
Experience: Min 2- 3 years Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.
Candidates must demonstrate a strong understanding of investment strategies...