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 skilled 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 on-site in Baner Pune, and communicate fluently in English and Marathi language

📌 Relationship Manager (Pune)
🏢 Moneyspring
📍 Pune