Wealth Counsellor (Pune)

Wealth Counsellor (Pune)

06 Aug
|
Baker Street Fintech
|
Pune

06 Aug

Baker Street Fintech

Pune

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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