About Our Client: Our client is a new-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 workplace.
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 SEBI guidelines and r