Teamone Financial Services Pvt. Ltd. Role : Senior Relationship Manager 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, qualified, 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. * Fast-paced growth. Apply Now : [email protected] (phone hidden)

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