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, skilled, 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.
* Fast-paced growth.

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