Wealth Management Associate (Pune)

Wealth Management Associate (Pune)

19 Aug
|
Mfins
|
Pune

19 Aug

Mfins

Pune

Responsibilities:
- Acquire & manage client relationships
- Recommend suitable mutual fund & wealth management products aligned with client objectives
- Monitor & review client portfolios
- Ensure timely follow-ups on leads & client servicing requests

Perks and perks

Health insurance, Provident fund, Accidental insurance, Performance bonus

📌 Wealth Management Associate (Pune)
🏢 Mfins
📍 Pune

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