About Our Client: Our client is a fast-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a strong focus on innovation, professionalism, and service excellence, the company offers a collaborative work environment that encourages ownership, learning, and career growth.

Job Title: Relationship Manager (UHNI)

Location: Pune

Experience: 1-3 years in financial services, investment advisory, or client-facing roles

Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance/Mtech

About the role: As a Relationship Manager (RM), you will be an integral member of a client relationship team, working directly under a Wealth Manager. This role is designed as a launchpad for future Wealth Managers - giving you hands-on exposure to client management, financial planning, investment products, a nd personalized service, all within a structured learning environment.

Responsibilities:

Client Engagement:

- Build and deepen relationships with new clients and onboard them onto the wealth management book.
- Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
- Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
- Prepare client briefs, review notes for ongoing reviews and meetings.
- Ensure timely communication and updates to clients on key portfolio actions or changes.
- Get leads and references from clients and increase wallet share with them.




- Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
- Develop familiarity with advisory tools, risk assessment frameworks, and planning models.

Process, Documentation & Compliance:

- Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.
- Learn and adhere to protocols on ethical conduct and confidentiality.
- Adhere to the process set internally by the company to comply with SEBI guidelines and regulatory framework.

Learning and Growth Pathway:

- Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities.
- Set and track learning milestones in investment advisory, client engagement, and portfolio management.
- Work towards readiness to graduate into a Wealth Manager role over time.

Requirement:

- 1-3 years of experience in financial services, banking, or a client-focused role (internships included).
- Mandatory Requirement: The candidate should obtain certification of the NISM Investment Advisor Level XA & XB exams within 6 months of joining the company.
- Strong communication and interpersonal skills with a willingness to learn and grow
- High attention to detail, client empathy, and process discipline.
- Analytical and process oriented and have the ability to prioritise deliverables
- Passionate about personal finance and building a long-term career in wealth management.
- Positive knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.

📌 Relationship Manager (UHNI) (Pune)
🏢 Hireginie Talent Cloud
📍 Pune