Job Description

Teamone Financial Services Pvt. Ltd.

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Role : Senior Relationship Manager

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Location : Pune

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About Teamone :

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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.

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Roles & Responsibilities :

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- Manage and grow relationships with HNI clients.
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- Meet clients regularly and provide wealth management advice.
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- Manage qualified leads provided by the company (no cold calling).
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- Recommend mutual funds and investment solutions.
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- Deliver an exceptional client experience while achieving business targets.
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What We're Looking For :

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- Excellent communication and relationship-building skills.
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- Knowledge of financial products or a strong willingness to learn.
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- Self-driven, skilled, and client-focused.
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- Passion for sales, client relationships, and continuous learning.
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What We Offer :

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- Competitive fixed salary + attractive incentives.
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- High-quality leads provided by the company.
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- Learning, growth, and long-term career opportunities.
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- Fast-paced growth.
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Apply Now :

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[email protected]

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(phone hidden)

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