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.
- Quick-paced growth.

📌 Senior Relationship Manager (Nashik)
🏢 Teamone Financial Services
📍 Nashik