First Wealth RM Pune (Pune)

- Acquire and manage HNI / affluent customer relationships - Cross-sell wealth products such as Mutual Funds, Insurance, Bonds, FD, and Investment Solutions - Achieve revenue and portfolio growth targets - Build long-term relationships through excellent customer service - Understand customer financial goals and provide suitable investment solutions - Maintain regular interaction with clients for portfolio management and servicing - Ensure compliance with banking and regulatory guidelines - Coordinate with internal teams for smooth customer onboarding and service delivery - Graduate / MBA preferred - Experience in Wealth Management, Banking, or Financial Services - Robust communication and relationship-building skills - Good knowledge of investment and wealth products - Sales-oriented and target-driven approach Industry: Banking Functional Area: Wealth Management / Sales Experience: Min 2 Years .