Company Description Money Lancer Investments Pvt. Ltd. is a wealth management firm providing comprehensive investment and financial solutions across a wide range of products and services. With over 450 Crore rupees in Assets Under Management and 13 years of industry experience, the company is committed to financial excellence and long-term wealth creation for individuals and businesses. Money Lancer offers diversified verticals including Mutual Funds, Insurance, Broking, Fixed Income, Property, Loans, and allied products. The organization is building an internet-driven business to re-architect the investment industry and expand access to India's financial system. Team members join a mission-focused environment that supports the next generation of investors in achieving a more prosperous financial future. Role Description The Relationship Manager – Investments is a full-time, on-site role based in the Pune Division. This role involves managing and growing a portfolio of clients, understanding their financial goals, and recommending suitable investment solutions across mutual funds, insurance, fixed income, and other products. The Relationship Manager will conduct regular client meetings, review portfolios, provide performance updates, and ensure high levels of client satisfaction and retention. Daily activities include prospecting and onboarding new clients, coordinating with internal product and operations teams,



and staying updated on market trends and regulatory changes. The role also requires maintaining accurate documentation, adhering to compliance and risk guidelines, and contributing to business growth targets. Qualifications
• Strong client relationship management skills, including the ability to build trust, communicate clearly, and provide consultative financial guidance.
• Solid understanding of investment and financial products such as mutual funds, insurance, fixed income, loans, and related wealth management solutions.
• Proficiency in sales, business development, and portfolio management, with a focus on meeting targets ethically and sustainably.
• Capability to analyze market information, interpret financial data, and translate insights into relevant recommendations for clients.
• Comfort with digital tools, CRM systems, and online investment platforms, along with basic MS Office skills.
• Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (e.g., NISM, IRDA) are an advantage.
• Prior experience in financial services, wealth management, or investment advisory is preferred.
• Ability to work in office in the Pune Division, manage multiple client engagements, and uphold high standards of integrity and compliance.

📌 Relationship Manager – Investments (Pune)
🏢 Money Lancer Investments
📍 Pune