Manage Affluent & Super Affluent clients, acquire new clients, build AUM, advise on investments manage portfolios, track market trends, coordinate with CFP/product teams, and support seminars and business development activitie
Required Candidate profile
Graduate with 1+ years of experience in Equity Advisory, Stock Broking, or wealth management.
Positive knowledge of equity markets and financial products.
📌 Wealth Manager (Pune)
🏢 Credicus Business Services
📍 Pune
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.