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Senior Relationship Manager/ Wealth Management

  • Full Time
  • Anywhere

Mepa2z Llp

Mepa2z Llp — Pune, Maharashtra

Core Responsibilities: Engage with the clients regularly and conduct their portfolio reviews. Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Prepare and interpret client information such as investment performance reports, financial d…

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Working in Pune, India

Pune, previously spelled in English as Poona, is a city in the state of Maharashtra in the Deccan Plateau in Western India. It is the administrative headquarters of the Pune district, and of Pune division. In terms of the total amount of land under its jurisdiction, Pune is the largest city in Maharashtra by area, with a geographical area of 516.18km2, though by population it comes in a distant second to Mumbai. According to the 2011 Census of India, Pune has 7.2 million residents in the metropolitan region, making it the seventh-most populous metropolitan area in India. The city of Pune is pa

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