01Overview
AFFLUENT WEALTH MANAGER
Location: Pune
Experience: 2+ Years (Broking/Wealth Management/BFSI)
CTC: Up to 10 LPA
Qualification: Graduate / MBA (Finance, Marketing) | CFP Preferred
Key Responsibilities
Acquire and manage HNI/Affluent clients.Advise clients on Equity, Mutual Funds, PMS, AIF, Bonds & Insurance.Build long-term client relationships and grow AUM.Acquire new clients and achieve business targets.Track market trends and provide investment solutions.Requirements
2+ years in Wealth Management/Broking/BFSI.Experience handling HNI clients.Strong knowledge of investment products and financial markets.Excellent communication and relationship management skillsPay: Up to 1,000,000.00 per year
Benefits:
Health insuranceLife insuranceProvident FundWork Location: In person .
