Wealth Manager

About the Role

MFins Pvt Ltd is an AMFI-registered mutual fund distributor established in 2014. The firm simplifies investing, focusing on transparency and individual financial goals. MFins provides personalized guidance for retirement planning, health insurance, and mutual fund investments. The company serves clients in Dombivli, Pune, and Ratnagiri. Team members join a client-centric environment focused on long-term financial well-being and trust.

Key Responsibilities

• Client Acquisition & Relationship Management
• Mutual Funds Sales & SIP mobilization
• AUM growth & retention
• Support for Insurance, Bonds, Fixed Deposits
• Regular portfolio review & client servicing
• Achievement of revenue & business targets

Qualifications

• Graduate or Post Graduate
• Relevant certifications (e.g., NISM or AMFI-related qualifications)
• Prior experience in wealth management, financial advisory, or mutual fund distribution is an advantage