Wealth Manager
Published date: 2026/11/06
- Location: Pune, Maharashtra, India
Meet monthly goals/ targets, based on KRA defined
Develop new and existing relationships
Maintain good level of knowledge of the company's systems and regulatory environment
Focus on business development across assets & fee, to sustain and achieve growth in relationship value & revenues
Requirements:
Experience:- 2+ years of experience in investments (mutual funds/ equity) – Banks/ Brokers
Education:- MBA or CFP certified Graduate
Freshers can also apply, provided they have sound knowledge of Investment products, like Mutual Funds & Equity.
Age:- Not more than 30 years
CTC:- Salary + Monthly Incentive + ESOP's
Develop new and existing relationships
Maintain good level of knowledge of the company's systems and regulatory environment
Focus on business development across assets & fee, to sustain and achieve growth in relationship value & revenues
Requirements:
Experience:- 2+ years of experience in investments (mutual funds/ equity) – Banks/ Brokers
Education:- MBA or CFP certified Graduate
Freshers can also apply, provided they have sound knowledge of Investment products, like Mutual Funds & Equity.
Age:- Not more than 30 years
CTC:- Salary + Monthly Incentive + ESOP's
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