Teamone Financial Services Pvt. Ltd.

Role: Senior Wealth Manager

Location: Pune

About Teamone

Teamone Financial Services is a trusted wealth management firm with 28 years of legacy, dedicated to helping HNI families preserve, grow, and transfer their wealth. We combine personalized advice, disciplined investing, and long-term relationships to deliver exceptional financial outcomes.

Roles & Responsibilities:

Own and grow a book of HNI clients, building deep, long-term relationships.

Meet clients regularly to review portfolios and provide strategic wealth planning advice.

Manage qualified leads provided by the company and convert them into active relationships (no cold calling).

Recommend, review, and rebalance mutual funds and investment solutions as per client objectives.

Take ownership of client satisfaction and retention while driving revenue growth.





Guide and support the wider RM team on product knowledge and client management best practices.

What We're Looking For

Excellent communication, advisory, and relationship-management skills.

Strong knowledge of financial/investment products with relevant industry experience.

Self-motivated, client-first mindset with a strong sales orientation.

Passion for building lasting client relationships and driving business growth.

What We Offer

Competitive fixed salary + attractive incentives.

High-quality leads provided by the company.

Strong learning, growth, and long-term career opportunities.

Rapid-paced growth.

Apply Now

[email protected]

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📌 Senior Wealth Manager (Pune)
🏢 Teamone Financial Services
📍 Pune