About Our Client: Our client is a recent-age, client-first wealth management organization committed to growing alongside its clients, with over ₹20,000 Cr of Assets under Advice. It goes beyond traditional wealth management by enabling client aspirations through intelligent advice, deep relationships, and a strong focus on long-term financial well-being.

Job Title: Associate Relationship Manager
Location: Noida
Experience: 1.5 yrs –2.5 years
Educational Qualification: Any Graduate / Post Graduate

About the role: As an Associate Relationship Manager (ARM), 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.

Responsibilities:
Client Engagement:
- Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
- Understand client goals, risk profiles,



and investment preferences to deliver personalized advice.
- Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
- Prepare client briefs, review notes for ongoing reviews and meetings.
- Ensure timely communication and updates to clients on key portfolio actions or changes.
- Get leads and references from clients and increase wallet share with them.
- Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
- Develop familiarity with our client’s advisory tools, risk assessment frameworks, and planning models

Process, Documentation & Compliance:
- Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.
- Learn and adhere to our client’s protocols on ethical conduct and confidentiality.
- Adhere to the process set internally by our client to comply with

📌 Relationship Manager (India)
🏢 Hireginie
📍 India