TEAMONE FINANCIAL SERVICES PVT LTD

About the job: Key Responsibilities: 1. Manage and grow HNI client relationships (no lead generation needed) 2. Daily client meetings 3. Recommend suitable investment options 4. Handle a ready portfolio with full backend support Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Pune only Salary: ₹ 2,50,000 - 12,00,000 /year Experience: 1 year(s) Deadline: 2025-06-20 23:59:59 Skills required: Client Relationship, Sales and Customer Acquisition Other Requirements: 1. 1+ years of experience (preferably‎ in financial services) 2. Excellent communication‎ & client service skills 3. Basic‎ knowledge of‎ Mutual Fund‎ & Insurance 4. Self-driven & relationship-focused About Company: Teamone Financial Services is a third-generation, family-owned firm working with afluent , dedicated to safeguarding and growing wealth through tailored risk management and investment solutions built on trust and expertise. Managed over 70,000 + families Insurance & Investments from past 28 years.