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Job description: AKSHA MONEYWORKS4U PVT LTD

About Us:

Aksha Moneyworks4u Pvt Ltd is an 11-year-old boutique wealth management company based in Pune. We are among the fastest-growing firms in the industry, managing mutual fund AUM of over 400 crores.

Website: www.moneyworks4u.in

About the Role:

You will be responsible for managing a portfolio of affluent and HNI clients, understanding their financial goals, and providing tailored investment solutions. The role also involves collaboration with internal teams, staying updated on market trends, and ensuring high levels of client satisfaction.

Key Responsibilities:

Manage relationships with HNI clients

Provide customized investment solutions

Coordinate with internal teams

Stay updated on mutual fund industry trends

Ensure prompt resolution of client queries

Desired Candidate Profile:

MBA in Finance

Strong interest in stock markets and mutual funds

Good understanding of mutual fund products and regulations

Excellent communication skills

Preferred Certifications:

NISM Series XV (Research Analyst)

CFP / CWM / CFA (Level 1 or Level 2)

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