Wealth Manager

Teamone Parivaar; Jalgaon; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Competitive salary

Incentives

Quality leads

Career growth

Job summary

Teamone Financial Services Pvt. Ltd. in Jalgaon, Maharashtra, invites you to join as Wealth Management professional, focusing on managing and growing relationships with HNI clients and delivering tailored investment advice.

You will meet clients regularly, recommend mutual funds and investment solutions, and strive to deliver an exceptional client experience while achieving business targets. The role offers a competitive fixed salary, attractive incentives, and strong growth opportunities.

Qualifications

• Excellent communication and relationship-building skills.
• Knowledge of financial products or willingness to learn.
• Self-driven, professional, and client-focused.
• Passion for sales, client relationships, and continuous learning.

Responsibilities

• Manage and grow relationships with HNI clients.
• Meet clients regularly and provide wealth management advice.
• Manage qualified leads provided by the company (no cold calling).
• Recommend mutual funds and investment solutions.
• Deliver an exceptional client experience while achieving business targets.

Skills

Excellent communication and relatieon-

Knowledge of financial products

Self-driven

Sales mindset

Job description

Teamone Financial Services Pvt. Ltd.

Role : Wealth Management

Location : Jalgaon, Maharashtra

About Teamone :

Teamone Financial Services is a trusted wealth management firm with 28 years of legacy, dedicated to helping HNI families preserve, grow, and transfer their wealth. We combine personalized advice, disciplined investing, and long-term relationships to deliver exceptional financial outcomes.

Roles & Responsibilities :

• * Manage and grow relationships with HNI clients.
• * Meet clients regularly and provide wealth management advice.
• * Manage qualified leads provided by the company (no cold calling).
• * Recommend mutual funds and investment solutions.
• * Deliver an exceptional client experience while achieving business targets.

What We’re Looking For :

• * Excellent communication and relationship-building skills.
• * Knowledge of financial products or a strong willingness to learn.
• * Self-driven, professional, and client-focused.
• * Passion for sales, client relationships, and continuous learning.

What We Offer :

• * Competitive fixed salary + attractive incentives.
• * High-quality leads provided by the company.
• * Learning, growth, and long-term career opportunities.
• * Fast-paced growth.