About the Role

We are looking for a Wealth Manager with 2–3 years of experience in wealth management, investment products, fixed income, or capital raising.

Key Responsibilities:

- Drive distribution of secured & unsecured NCDs.

- Build relationships with

IFAs, Wealth Managers, HNIs, Family Offices & Distributors

.

- Acquire and manage HNI/UHNI investors.

- Conduct investor meetings and product presentations.

- Manage fundraising pipeline and achieve monthly/quarterly targets.

- Ensure smooth investor onboarding and regulatory compliance.

Requirements:

- 2–3 years of relevant experience.

- Solid HNI/IFA/Distributor network.

- Knowledge of

NCDs, Bonds, Mutual Funds & Fixed Income

.

- Excellent communication, negotiation & relationship management skills.

- MBA Finance / CA / CFA / CFP preferred.

Key Skills:

NCD Distribution | Wealth Management | Capital Raising | HNI Management | Business Development | Investor Relations

📌 Wealth Manager (Pune)
🏢 Finaleap Finserv Private
📍 Pune