Associate Relationship Manager

About Our Client: Our client is a new-age, client-first wealth management organization committed to growing alongside its clients, with over ₹20,000 Cr of Assets under Advice. It goes beyond traditional wealth management by enabling client aspirations through intelligent advice, deep relationships, and a strong focus on long-term financial well-being.

Job Title: Associate Relationship Manager

Location: Noida

Experience: 1.5 yrs –2.5 years

Educational Qualification: Any Graduate / Post Graduate

About the role: As an Associate Relationship Manager (ARM), 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, and personalized service, all within a structured learning environment.

Responsibilities:

Client Engagement:

- Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
- 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 our client’s 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 our client’s protocols on ethical conduct and confidentiality.
- Adhere to the process set internally by our client 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.

Requirements:

- 1.5 years to 2.5 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
- Robust 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.
- Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.

📌 Associate Relationship Manager (Noida)
🏢 Hireginie
📍 Noida