We are seeking a dynamic and client-focused Relationship Manager with 2-4 years of experience in financial services wealth management or private banking The RM will be responsible for building and managing client relationships providing customized investment solutions and ensuring superior client service to achieve business growth Relationship Manager - Wealth Management Position Relationship Manager Wealth Management Experience 2-4 years Location Pune Employment Type Full-time About the Role We are seeking a dynamic and client-focused Relationship Manager with 2-4 years of experience in financial services wealth management or private banking The RM will be responsible for building and managing client relationships providing customized investment solutions and ensuring superior client service to achieve business growth Key Responsibilities Manage and grow a portfolio of HNI UHNI clients with focus on wealth creation and retention Understand client goals risk appetite and financial needs to recommend appropriate investment products Mutual Funds PMS AIFs Bonds Structured Products Insurance etc Drive new client acquisition through referrals networking and market intelligence Ensure regular engagement with clients via reviews portfolio updates and financial planning discussions Collaborate with product and research teams to deliver best-in-class investment solutions Track market trends investment performance and regulatory updates to proactively advise clients Ensure compliance with all regulatory legal and company guidelines Achieve revenue and AUM growth targets as per business objectives Desired Candidate Profile Graduate Postgraduate in Finance Commerce Business Administration or related field 2-4 years of experience in Wealth Management Private Banking Investment Advisory or Financial Distribution Robust knowledge of investment products across asset classes Excellent communication presentation and relationship-building skills Ability to work independently as well as in a team-driven environment Certifications such as NISM CFP CFA preferred but not mandatory What We Offer Competitive fixed performance-based incentives Prospect to work with a growing wealth management platform Access to comprehensive product suite and research support Structured career growth and professional development programs Job Summary https www hiringbull com Website Full Time Permanent Job type Fresher Experience Contact

📌 Relationship Manager – Wealth Management Pune (India)
🏢 Scripbox Advisors
📍 India