Wealth Management Associate
Mfins · Pune · onsite · Posted 68d ago
₹3.0L - ₹4.8L PA1–3 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities:
- Acquire & manage client relationships
- Recommend suitable mutual fund & wealth management products aligned with client objectives
- Monitor & review client portfolios
- Ensure timely follow-ups on leads & client servicing requests
Perks and benefits
Health insurance, Provident fund, Accidental insurance, Performance bonusSourced from naukri
Skills
MarathiGeneral Insurance SalesMutual Funds SalesHindiEnglishLife InsuranceCommunication SkillsMS Office