Relationship Manager (Pune)

Relationship Manager (Pune)

27 Aug
|
Moneyspring
|
Pune

27 Aug

Moneyspring

Pune

Company Description MoneySpring is a wealth advisory firm focused on helping High Net Worth Individuals build long-term net worth through clarity, structure, and disciplined investing. More information is available at www.moneyspring.in.
Role Description
We are seeking a dynamic professional to join our team as a Wealth Management Advisor. The role involves:
Building and managing client relationships
Advising on investment strategies, insurance, and financial planning
Driving sales of wealth management products to meet business goals
Key Skills:
Strong communication and client engagement
Proven track record in financial product sales
Ability to deliver tailored wealth solutions

Location: Pune, India

Qualifications
Relevant experience in wealth management, banking, financial advisory, or related client-facing roles is highly beneficial.
A bachelor’s degree in finance, commerce, business, economics, or a related field is preferred; professional certifications in financial planning or investment advisory are an advantage.
Ability to work in office in Baner Pune, and communicate fluently in English and Marathi language

📌 Relationship Manager (Pune)
🏢 Moneyspring
📍 Pune

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