Wealth Advisor (Pune)

Wealth Advisor (Pune)

10 Aug
|
Credicus Business Services
|
Pune

10 Aug

Credicus Business Services

Pune

Role & responsibilities

Acquire affluent and HNI clients.

Build long-term customer relationships.

Increase Assets Under Management (AUM).

Sell Mutual Funds, SIPs, Demat, PMS, and Insurance.

Generate business through self-sourcing and company data.

Deliver investment advice based on customer requirements.

Preferred candidate profile

Graduate/MBA preferred.

Experience in Wealth Management, Banking, or Financial Services.

Knowledge of Mutual Funds, Equity, Insurance, and Investment Products.

Robust communication and negotiation skills.

📌 Wealth Advisor (Pune)
🏢 Credicus Business Services
📍 Pune

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