- 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 solid 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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