AFFLUENT WEALTH MANAGER
? Location: Pune
? Experience: 7+ Years (Broking/Wealth Management/BFSI)
? CTC: Up to ₹12 LPA
? Qualification: Graduate / MBA (Finance, Marketing) | CFP Preferred
Key Responsibilities
- Acquire and manage HNI/Affluent clients.
- Advise clients on Equity, Mutual Funds, PMS, AIF, Bonds & Insurance.
- Build long-term client relationships and grow AUM.
- Acquire new clients and achieve business targets.
- Track market trends and provide investment solutions.
Requirements
- 7+ years in Wealth Management/Broking/BFSI.
- Experience handling HNI clients.
- Solid knowledge of investment products and financial markets.
- Excellent communication and relationship management skills
Contact Person:
Angeleen
(phone hidden)
[email protected]
📌 Affluent Wealth Manager (Pune)
🏢 Bharat HR
📍 Pune