04 Nov
|
SEVEN CONSULTANCY
|
Pune
04 Nov
SEVEN CONSULTANCY
Pune
Manage client relationships, provide investment guidance aligned with financial goals and risk appetite, monitor portfolios, and ensure smooth client onboarding and servicing.
ontact at- (phone hidden)
Required Candidate profile
Robust knowledge of financial markets, investment products, and portfolio management.
Experience in client relationship management and business development.
📌 Wealth Advisor (Pune)
🏢 SEVEN CONSULTANCY
📍 Pune