19 Aug
|
Bharat HR
|
Pune
AFFLUENT WEALTH MANAGER
Location: Pune
Experience: 2+ Years (Broking/Wealth Management/BFSI)
CTC: Up to ₹10 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
- 2+ years in Wealth Management/Broking/BFSI.
- Experience handling HNI clients.
- Robust knowledge of investment products and financial markets.
- Excellent communication and relationship management skills
Pay: Up to ₹1,000,000.00 per year
Benefits:
- Health insurance
- Life insurance
- Provident Fund
Work Location: In person
📌 Affluent Wealth Manager (Pune)
🏢 Bharat HR
📍 Pune