Aksha Moneyworks4u Pvt Ltd is an 11-year-old boutique wealth management company based in Pune. We are among the fastest-growing firms in the industry, managing mutual fund AUM of over 400 crores.
Website: www.moneyworks4u.in
About the Role
You will be responsible for managing a portfolio of affluent and HNI clients, understanding their financial goals, and providing tailored investment solutions. The role also involves collaboration with internal teams, staying updated on market trends, and ensuring high levels of client satisfaction.
Key Responsibilities
Manage relationships with HNI clients
Provide customized investment solutions
Coordinate with internal teams
Stay updated on mutual fund industry trends
Ensure prompt resolution of client queries
Desired Candidate Profile
MBA in Finance
Strong interest in stock markets and mutual funds
Good understanding of mutual fund products and regulations
Excellent communication skills
Preferred Certifications
NISM Series XV (Research Analyst)
Pay: ₹500,000.00 - ₹600,000.00 per year
Advantages
- Health insurance
- Provident Fund
Work Location: In person
📌 Relationship Manager (Pune)
🏢 Aksha Moneyworks4u
📍 Pune
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