Role & responsibilities:

- Work closely with the branch team to reach out to high priority and affluent clients.
- Understand client needs and offer comprehensive wealth management solutions,

including investments, insurance, PMS/AIF and structured products.
- Achieve AUM and revenue targets through cross-selling investment products to exiting clients
- Ensure high standards of client servicing and compliance with internal and regulatory guidelines.
- Keep updated on market trends, investment products, and global financial news.
- Proactively identify recent business opportunities within existing and potential clients.
- Participate in marketing and client engagement events.

Preferred candidate profile

- Strong understanding of financial markets, investment products, and wealth management principles.
- Excellent communication, interpersonal, and relationship-building skills.
- Ability to identify client needs and provide customized solutions.
- Sales-driven with a focus on providing excellent customer service.

📌 Wealth Manager (Pune)
🏢 DSP Eminence
📍 Pune