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Wealth Manager

Fresher   Pune, Mumbai City   23 Oct, 2025
Job LocationPune, Mumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job Title:Wealth ManagerLocation:Pune and MumbaiJob Type:Full TimeThe Role:We are seeking a proactive and client-oriented Wealth Manager to join our dynamic team. The successful candidate will play a key role in acquiring new clients, understanding their investment needs, managing their portfolios, and maintaining long-lasting relationships. If you have a passion for financial markets, excellent communication skills, and a commitment to client service, we want to hear from you.Responsibilities:Generate Leads:Actively identify and pursue new client opportunities to expand our mutual funds distribution businessBuild Personal Touch:Build and maintain strong relationships with clients through regular communication, understanding their investment needs, and providing tailored adviceClient Relationship Management:Monitor and manage clients investment portfolios, ensuring they align with their financial goals and risk toleranceWealth Management:Offer comprehensive wealth management services across various asset classes, including mutual funds, equities, bonds, and moreMarket Awareness:Stay up-to-date with financial news and market trends to provide informed advice and insights to clientsCommunication Skills:Utilize exceptional verbal and written communication skills to explain complex financial concepts in a simple and understandable mannerQualification:MBA or Equivalent from a reputed InstituteSelf-motivated with a results-driven approachExcellent interpersonal and communication skills2-5 Years of ExperienceNISM 5 A Mutual Fund CertificationAnnual CTC :Upto 7 LakhsRELEVANT CANDIDATES CAN ONLY APPLYKindly share your Resume/CV onconsult.executivesearch@gmail.com

Keyskills :
mutual funds salesmutual funds

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