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 solid willingness to learn.
Self-driven, qualified, 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 prospects.
Fast-paced growth.
📌 Wealth Manager Pune
🏢 Teamone Financial Services
📍 Pune
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