Sr. Relationship Manager / Wealth Management [18 / 10 / 2025]

Job Title : Sr. Relationship Manager - Wealth Management

Location : Pune

Department : Wealth Management

Experience : 5-8 years

Role Overview

As a

Sr.

Relationship Manager - Wealth Management

, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer holistic wealth solutions through deep engagement and financial planning.

Key Responsibilities

• Conduct periodic

portfolio reviews

with existing clients to evaluate investment performance and re-align strategies.

financial goals, risk profiles, life aspirations

, and design investment solutions accordingly.

market trends and macroeconomic developments

to identify necessary changes in client portfolios.

investment performance reports

, summaries, and financial projections to clients.

financial planning

and assist in the creation and execution of personalized plans.

mutual funds, bonds, PMS, corporate FDs

, and other financial instruments.

market cycles

and help them avoid common behavioral investing pitfalls.

share of wallet

from each client by delivering outstanding service and trust.

referrals

, personal networks, and targeted lead-generation activities.

Voice of the Client

, collaborating with internal teams to improve client satisfaction and product offerings.

Candidate Profile

Educational Qualifications

Certifications

(mandatory – must be completed within 60 days of joining if not already held).

preferred.

Experience

Skills & Attributes

client-first approach

travel locally

as per client engagement needs.