What you'll do:
Client Management:Act as a primary point of contact for our clients
Operational Support:Manage entire client lifecycle
Reporting:Assist in creating portfolio reports
Preferred:
NISM certification
RM experience
Zoho CRM & Desk skills
Perks and advantages
Health insurance
📌 Wealth Counsellor (Pune)
🏢 Baker Street Fintech
📍 Pune
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