Mutual Fund Advisor (Pune)

Mutual Fund Advisor (Pune)

27 Aug
|
Teamone Financial Services
|
Pune

27 Aug

Teamone Financial Services

Pune

Roles & Responsibilities :

* Manage and grow relationships with HNI clients.

* Meet clients regularly and provide wealth management advice.

* Manage qualified leads provided by the company (no cold calling).

* Recommend mutual funds and investment solutions.

* Deliver an exceptional client experience while achieving business targets.

What Were Looking For :

* Excellent communication and relationship-building skills.

* Knowledge of financial products or a robust willingness to learn.

* Self-driven, professional, and client-focused.

* Passion for sales, client relationships, and continuous learning.

What We Offer :

* Competitive fixed salary + attractive incentives.

* High-quality leads provided by the company.

* Learning, growth, and long-term career opportunities.

* Fast-paced growth.

📌 Mutual Fund Advisor (Pune)
🏢 Teamone Financial Services
📍 Pune

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