Wealth Manager

Teamone Financial Services; Pune District; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Competitive fixed salary

High-quality leads provided by the公司

Learning, growth, and long-term career

Fast-paced growth

Job summary

Teamone Financial Services is seeking a client-focused wealth advisor to manage and grow relationships with high-net-worth clients in Pune. You will meet clients regularly, provide wealth management advice, and recommend mutual funds and investment solutions to help them reach their financial goals.

The role offers high-quality leads from the company, a competitive fixed salary with attractive incentives, and opportunities for learning, growth, and long-term career progression in a fast-paced

Qualifications

• Excellent communication and relationship-building skills.
• Knowledge of financial products or strong 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

Relationship management

Communication

Client focus

Sales mindset

Job description

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 Were 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.