Teamone Financial Services
Mutual Fund Advisor
Skills
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹500,000 – ₹1,200,000 / year
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
24 August 2026
What they need
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.
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