MFins Pvt Ltd
Wealth Manager
3 days ago
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Important information
Contract type:
Permanent
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
18 October 2026
What they need
Company Description:
MFins Pvt Ltd is an AMFI-registered mutual fund distributor that has been supporting investors since 2014. The firm focuses on making investing simple, transparent, and aligned with individual financial goals. MFins offers personalized guidance for retirement planning, health insurance, and mutual fund investments. The company serves clients across Dombivli, Pune, and Ratnagiri. Team members join a client-centric environment focused on long-term financial well-being and trust.
Role Description:
Client Acquisition & Relationship Management
Mutual Funds Sales & SIP mobilization
AUM growth & retention
Insurance, Bonds, Fixed Desposits
Regular portfolio review & client servicing
Achievement of revenue & business targets
Qualifications
Graduate or Post Graduate with maximum of 3 years of work experience
Relevant certifications (e.g., NISM or AMFI-related qualifications)
Prior experience in wealth management, financial advisory, or mutual fund distribution is an advantage
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