Company Description DBS Wealth Management LLP is a trusted wealth management and financial services firm with over 24 years of experience supporting individuals, families, professionals, and businesses in building, growing, and preserving wealth. The firm follows a client-first approach, offering personalized solutions tailored to each investor’s goals, risk profile, and long-term vision.

Backed by strong market insights, research-driven strategies, and transparent practices, DBS Wealth Management LLP helps clients make informed financial decisions in changing market conditions. Its services span equity, mutual funds, insurance, portfolio management services (PMS), and alternative investment funds (AIF), all aimed at simplifying investing and creating long-term value. The firm is committed to building lasting relationships through integrity, professionalism, and exceptional client service.

Role Description The Relationship Manager is a full-time, on-site role based in the Pune Division, responsible for managing and growing a portfolio of wealth management clients. In this role, the Relationship Manager will engage with clients regularly to understand their financial goals, risk appetite, and investment preferences, and recommend suitable products and strategies across equity, mutual funds, insurance, PMS, and AIF.

Day-to-day responsibilities include onboarding new clients, conducting financial reviews, monitoring portfolio performance,



and providing timely updates on market trends and investment opportunities.

The Relationship

Manager will coordinate with internal teams to ensure accurate execution of transactions, high-quality service delivery, and adherence to regulatory and compliance standards. The role also involves prospecting for new business, building long-term relationships, and maintaining high levels of client satisfaction and retention.

Qualifications

- Candidates should possess solid client relationship management, customer service, and interpersonal skills.
- Candidates should possess skills in financial planning, investment advisory, and portfolio management.
- Candidates should possess sound knowledge of equity, mutual funds, insurance, PMS, and AIF products.
- Candidates should possess skills in communication, negotiation, and presentation for engaging with diverse clients.
- Candidates should possess analytical and problem-solving skills to interpret market data and recommend suitable solutions.
- Relevant experience in wealth management, financial services, or banking is highly beneficial.
- A bachelor’s degree in finance, commerce, economics, business, or a related field is preferred; professional certifications (e.g., CFP, NISM) are an advantage.
- Ability to work in a target-driven environment, with integrity, accountability, and a client-first mindset.

📌 Relationship Manager (Pune)
🏢 DBS Wealth Management
📍 Pune