Client Relationship Manager-Mutual funds/stocks- Aundh, Pune

Client Relationship Manager-Mutual funds/stocks- Aundh, Pune

06 Aug
|
SEVEN CONSULTANCY
|
Pune

06 Aug

SEVEN CONSULTANCY

Pune

Candidates should have positive understanding in mutual fund, wealth management in finanacial services or advisory sales. The role includes client acquisition & relationship management.
For more details interested candidates may contact- (phone hidden)

Required Candidate profile

• Strong understanding of financial advisory, planning,mutual fund,stocks, investments, and basic taxation principles.
• Client-centric and solution-oriented mindset.

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📌 Client Relationship Manager-Mutual funds/stocks- Aundh, Pune
🏢 SEVEN CONSULTANCY
📍 Pune

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