Teamone Financial Services Pvt. Ltd. /n Role : Senior Relationship Manager /n Location : Pune /n About Teamone : /n 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. /n Roles & Responsibilities : /n /n

- 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.

/n /n 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 robust willingness to learn.

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- Self-driven, professional, and client-focused.

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- Passion for sales, client relationships, and continuous learning.

/n /n What We Offer : /n /n

- 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.

/n /n Apply Now : /n [email protected] /n (phone hidden)

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