Company Description Mfins Pvt Ltd. is an AMFI-registered mutual fund distributor that has been supporting investors since 2014. The organization focuses on making investing simple, transparent, and aligned with individual financial goals. Mfins offers personalized guidance for retirement, health and life insurance, and mutual fund investments. The company serves a growing client base across Dombivli, Pune, and Ratnagiri, providing trusted, long-term financial partnerships.

Role Description The Wealth Manager is a full-time, on-site business development role based in the Pune. The role involves client acquisition and meeting clients to understand their financial goals, risk profile, and time horizons, and recommending suitable mutual funds, insurance products, and other investment avenues. Day-to-day responsibilities include preparing and reviewing investmens, monitoring client portfolios, conducting periodic reviews, and sharing performance updates and rebalancing recommendations. The Wealth Manager will also educate clients on investment options,



ensure regulatory and documentation compliance, and support client acquisition and retention through proactive relationship management and follow-up.

Qualifications
Candidates should possess robust skills in Financial Services and Finance to design and explain comprehensive, goal-based financial avenues.
Candidates should possess solid Investment Management and Investments skills to construct, monitor, and rebalance client portfolios.
Candidates should possess relevant Insurance knowledge to recommend appropriate health and other insurance products based on client needs.
Strong analytical, quantitative, and problem-solving abilities, with attention to detail and accuracy in client reporting.
Excellent communication and interpersonal skills, with the ability to build trust and maintain long-term client relationships.
Ability to work on-site in the Pune Division, manage multiple client accounts, and meet defined business a

📌 Wealth Manager (Pune)
🏢 Mfins
📍 Pune