Job Description N About Our Client: Our client is a fast-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a robust focus on innovation, professionalism, and service excellence, the company offers a cooperative work environment that encourages ownership, learning, and growth opportunities.
N n Job Title: Relationship Manager (UHNI)
N Location: Pune
N Experience: 1–3 years in financial services, investment advisory, or client-facing roles
N Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance/Mtech
N n About the role: As a Relationship Manager (RM), 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.
N n Responsibilities:
N Client Engagement:
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Build and deepen relationships with new clients and onboard them onto the wealth management book. N
Understand client goals, risk profiles, and investment preferences to deliver personalized advice. N
Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey. N
Prepare client briefs, review notes for ongoing reviews and meetings. N
Ensure timely communication and updates to clients on key portfolio actions or changes. N
Get leads and references from clients and increase wallet share with them. N
Collaborate with internal teams (investment, operations, compliance) to fulfill client needs. N
Develop familiarity with advisory tools, risk assessment frameworks, and planning models. N

n Process, Documentation & Compliance:
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Maintain accurateand up-to-date records of client interactions, tasks, and service history in the

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