18 Sep
|
Scooter
|
Maharashtra
18 Sep
Scooter
Maharashtra
Scooter is hiring a Junior Relationship Manager on behalf of a reputed wealth management firm in Pune.
Location: Pune — In Person
Experience: 0–3 years
Compensation: INR 6L–8L (fixed) + variable
Time zone: IST
About the role
This is a client-facing role at the intersection of sales, relationship management, and wealth management.
You’ll work closely with a Senior Relationship Manager to engage prospects, generate new business opportunities, schedule client meetings, and maintain regular follow-ups.
What you’ll do
- Make outbound calls to existing and prospective clients.
- Generate leads and identify potential investment opportunities.
- Schedule and coordinate client meetings for the Senior Relationship Manager.
- Maintain regular follow-ups with clients and prospects.
- Update client information and maintain basic CRM records.
- Assist the Senior Relationship Manager with day-to-day client servicing and relationship management.
You might be a outstanding fit if you:
- Have 0–3 years of experience in telecalling, sales, wealth management, banking, or financial services.
- Have good communication and interpersonal skills.
- Are confident, proactive, and comfortable speaking with clients over the phone.
- Have strong follow-up and relationship-building skills.
- Have a basic understanding of or interest in financial markets and investment products.
📌 Junior Relationship Manager (Maharashtra)
🏢 Scooter
📍 Maharashtra