Job Description
Teamone Financial Services Pvt. Ltd.
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n Role : Senior Relationship Manager
n Location : Pune
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n About Teamone :
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nTeamone 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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n Roles & Responsibilities :
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n* Manage and grow relationships with HNI clients.
n* Meet clients regularly and provide wealth management advice.
n* Manage qualified leads provided by the company (no cold calling).
n* Recommend mutual funds and investment solutions.
n* Deliver an exceptional client experience while achieving business targets.
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n What We’re Looking For :
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n* Excellent communication and relationship-building skills.
n* Knowledge of financial products or a strong willingness to learn.
n* Self-driven, skilled, and client-focused.
n* Passion for sales, client relationships, and continuous learning.
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n What We Offer :
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n* Competitive fixed salary + attractive incentives.
n* High-quality leads provided by the company.
n* Learning, growth, and long-term career opportunities.
n* Fast-paced growth.
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n Apply Now :
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n? [email protected]
n? (phone hidden)

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