Wealth Manager – Mutual Funds in Pune

Key Responsibilities Handle client servicing, including responding to investor queries, managing end-to-end execution, tracking portfolios, and providing timely updates Assist clients with mutual fund transactions, including purchases, redemptions, SIP setup, switches, onboarding, KYC procedures, and compliance Maintain and update MIS, reports, CRM systems, and dashboards related to client portfolios and fund performance Provide accurate product knowledge on various mutual fund schemes (equity, debt, hybrid, etc.) Track industry updates, fund performance, and regulatory guidelines (SEBI, AMFI) Coordinate with AMCs to ensure smooth operations Coordinate with CAs to provide necessary GST-related data About Company: We are a wealth management firm that deals with products like mutual funds, fixed deposits, bonds & insurance that work with individuals, trust & companies as clients.