Job DescriptionAbout 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 growth opportunities.
nJob Title: Relationship Manager (UHNI)
nLocation: Pune
nExperience: 1–3 years in financial services, investment advisory, or client-facing roles
nEducational Qualification: MBA (or) M Com (or) any Post Graduate in Finance/Mtech
nAbout 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, and personalized service, all within a structured learning environment.
nResponsibilities:
nClient Engagement:
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- Build and deepen relationships with new clients and onboard them onto the wealth management book.n
- Understand client goals, risk profiles, and investment preferences to deliver personalized advice.n
- Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.n
- Prepare client briefs, review notes for ongoing reviews and meetings.n
- Ensure timely communication and updates to clients on key portfolio actions or changes.n
- Get leads and references from clients and increase wallet share with them.n
- Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.n
- Develop familiarity with advisory tools, risk assessment frameworks, and planning models.n

nProcess, Documentation & Compliance:
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- Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.n
- Learn and adhere to protocol

📌 Relationship Manager (Pune)
🏢 Hireginie
📍 Pune