Job Description

Associate Relationship Manager

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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.

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Job Title: Associate Relationship Manager

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Location: Noida

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Experience: 1.5 yrs –2.5 years

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Educational Qualification: Any Graduate / Post Graduate

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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.

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Responsibilities:

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Client Engagement:

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- Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
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- Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
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- Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
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- Prepare client briefs, review notes for ongoing reviews and meetings.
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- Ensure timely communication and updates to clients on key portfolio actions or changes.
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- Get leads and references from clients and increase wallet share with them.
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- Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
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- Develop familiarity with our client’s advisory tools, risk assessment frameworks, and planning models
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Process, Documentation & Compliance:

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

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

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- 1.5 years to 2.5 years of experience in financial services, banking, or a client-focused role (internships included).
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- Mandatory Requirement: The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB
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- Solid communication and interpersonal skills with a willingness to learn and grow.
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- High attention to detail, client empathy, and process discipline.
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- Analytical and process oriented and have the ability to prioritise deliverables.
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- Passionate about personal finance and building a long-term career in wealth management.
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- Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.
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📌 Associate Relationship Manager (Uttar Pradesh)
🏢 Hireginie
📍 Uttar Pradesh