Teamone Financial Services Pvt. Ltd.

Role : Relationship Manager ( Wealth Management )

Location : Pune

About Teamone

Teamone Financial Services is a trusted wealth management firm with 28 years of legacy, dedicated to helping HNI families preserve, grow, and transfer their wealth. We combine personalized advice, disciplined investing, and long-term relationships to deliver exceptional financial outcomes.

Roles & Responsibilities :

Manage and grow relationships with HNI clients.

Meet clients regularly and provide wealth management advice.

Manage qualified leads provided by the company (no cold calling).

Recommend mutual funds and investment solutions.

Deliver an exceptional client experience while achieving business targets.

What We’re Looking For :

Excellent communication and relationship-building skills.

Knowledge of financial products or a strong willingness to learn.

Self-driven, professional, and client-focused.

Passion for sales, client relationships, and continuous learning.

What We Offer

Competitive fixed salary + attractive incentives.

High-quality leads provided by the company.

Learning, growth, and long-term career opportunities.

- Rapid-paced growth.

📌 Senior Relationship Manager (Pune)
🏢 Teamone Parivaar
📍 Pune