Posted:3 months ago|
Platform:
On-site
Full Time
🔹 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. 💼✨
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