Teamone Financial Services Pvt. Ltd.Role : Senior Relationship ManagerLocation : PuneAbout 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.Apply Now :[email protected]

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