Wealth Manager

🔹 We're Hiring: Wealth Manager 🔹

📍 Location: Pune 📍

 ✨Budget: 15LPA

Looking for an experienced and client-focused Wealth Manager to join our dynamic team in Pune. If you are passionate about investments, enjoy building long-term relationships, and thrive in a high-performance environment.

🔎 Key Responsibilities🔎

🔹 Manage and grow a portfolio of HNI & Ultra HNI clients

🔹 Offer expert advisory on mutual funds, PMS, insurance, and other investment products

🔹 Maintain high levels of client satisfaction through effective portfolio reviews and solutions

🔹 Drive revenue and AUM growth as per business objectives

 🎯 What We’re Looking For 

3–6 years of experience in wealth management, private banking, or financial advisory

Strong product knowledge and client-handling skills

Excellent communication and relationship-building abilities

📧 Interested? 

 DM me directly or send your updated resume to [apurva.kathepuri@bossberrylearning.com]

 Use subject: Application – Wealth Manager, Pune. 💼✨