Company Description

With over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management solutions. Our dedication to client-centric approaches ensures success in financial planning and investment management. Join us in delivering top-tier financial services to a diverse clientele.

Role Description

This is a full time on-site role for a Relationship Manager located in Pune. The Relationship Manager will be responsible for maintaining and nurturing client relationships, offering tailored investment solutions, and providing comprehensive financial advisory services. The day-to-day tasks include meeting with clients, assessing their financial needs,



developing investment strategies, and ensuring continual client satisfaction and retention. The role also involves liaising with internal teams to deliver personalized wealth management solutions.

Qualifications
- Experience in Financial Advisory, Wealth Management, and Investment Solutions
- Proficient communication and interpersonal skills for client engagement
- Strong analytical and problem-solving skills
- Ability to work independently and collaboratively with internal teams
- Bachelor's degree in Finance, Business Administration, Economics, or a related field
- Relevant certifications (e.g., CFP, CFA) are a plus
- Prior experience in the financial services industry is highly regarded

📌 Relationship Manager (Pune Division)
🏢 Wealth First Portfolio Managers
📍 Pune Division