Head LWA (Lokmanya Wealth Advisor)
Location: Pune / Belgaum
Experience : 8+ Years

Why Join Us?

At Lokmanya Multipurpose Co-operative Society, you’ll have the opportunity to lead the LWA division, spearhead growth, and deliver customized financial solutions, all while thriving in a dynamic and impactful environment.

Job Responsibilities

• Lead and manage the LWA division to ensure excellent service and client satisfaction.
• Recruit and onboard new Lokmanya Wealth Advisors.
• Build strong relationships with high-value clients and provide personalized advice.
• Drive cross-selling efforts and ensure compliance with regulations.
• Collaborate with other departments to enhance service delivery.
• Monitor client performance and identify growth opportunities.

Skills Required

• Bachelor’s degree in finance, business administration, or related field.
• 8+ years of leadership experience in banking or financial services.
• Strong interpersonal, problem-solving, and analytical skills.
• Proficiency in MS Office and banking software.
• Knowledge of banking products, regulations, and best practices.

Our Core Values

At Lokmanya, we believe that a career should be more than just a job; it should be a passion-driven adventure that brings out the best in you. We are not just a company; we are a community of like-minded individuals united by a common purpose: to make a meaningful impact on the world.

At Lokmanya, our core values are the heartbeat of our culture and the driving force behind everything we do. They define who we are as a company and guide our decisions, actions, and interactions with our customers, employees, and partners.

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