Affluent Wealth Manager Pune (India)

Affluent Wealth Manager Pune (India)

10 Sep
|
Bharat HR
|
India

10 Sep

Bharat HR

India

AFFLUENT WEALTH MANAGER

Location: Pune

Experience: 2+ Years (Broking/Wealth Management/BFSI)

CTC: Up to ₹10 LPA

Qualification: Graduate / MBA (Finance, Marketing) | CFP Preferred

Key Responsibilities
Acquire and manage HNI/Affluent clients.
Advise clients on Equity, Mutual Funds, PMS, AIF, Bonds & Insurance.
Build long-term client relationships and grow AUM.
Acquire current clients and achieve business targets.
Track market trends and provide investment solutions.

Requirements
2+ years in Wealth Management/Broking/BFSI.
Experience handling HNI clients.
Robust knowledge of investment products and financial markets.
Excellent communication and relationship management skills

Pay: Up to ₹1,000,000.00 per year

Advantages:
Health insurance
Life insurance
Provident Fund

Work Location: In person

📌 Affluent Wealth Manager Pune (India)
🏢 Bharat HR
📍 India

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