Junior Relationship Manager (Wealth Management & Mutual Funds)Confidential • India, Pune

Junior Relationship Manager (Wealth Management & Mutual Funds)

Confidential • India, Pune

16 hours ago

Job description

Job Description : Junior Relationship Manager (Wealth Management & Mutual Funds)

Location : Pune

Experience : 3-5 Years

About the Role :

We are seeking a proactive and client-focused Junior Relationship Manager to join our Wealth Management team in Pune. The ideal candidate will have 3-5 Years of experience in financial services or investment advisory, with a strong interest in managing HNI / UHNI clients and building a long-term career in wealth management.

Key Responsibilities :

1. Client Relationship Support

Assist in managing a portfolio of HNI / UHNI clients.
Understand client financial goals, risk profiles, and investment preferences.

2. Investment Advisory Support

Recommend and explain suitable investment products such as Mutual Funds, PMS,

AIFs, Bonds, Structured Products, and Insurance.

Coordinate with senior managers for customized solutions when required.

3. Business Development

Support client acquisition through referrals, networking, and market research.

Identify prospective clients and assist in onboarding.

4. Client Engagement

Conduct regular follow-ups, portfolio reviews, and client service interactions.

Share market updates, product information, and financial insights.

5. Coordination & Collaboration

Work closely with product, research, and operations teams to ensure smooth

execution of client requests and investment operations.

6. Market Research

Stay updated on financial markets, products, and regulatory developments to better

assist clients.

7. Compliance

Ensure adherence to regulatory guidelines and internal compliance standards during

all client interactions and transactions.

8. Target Achievement

Support achievement of revenue, AUM, and client acquisition goals.

Candidate Profile :

Bachelor's or Master's degree in Finance, Commerce, Business Administration, or related fields.

3 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Product Distribution.

Strong understanding of financial products and investment concepts.

Excellent communication, interpersonal, and relationship-building skills.

Self-driven, disciplined, and eager to learn.

Mandatory : NISM certification.

Preferred : CFP, CFA, or other relevant certifications.

Skills Required

Mutual Funds, Pms, Insurance, Bonds, structured products, Cfa, CFP

Create a job alert for this search

Relationship Manager • India, Pune

Related jobs

Sr. Relationship Manager / Wealth Management - (Pune)

Confidential • Pune, India

Relationship Manager - Wealth Management.Relationship Manager - Wealth Management.You will manage client portfolios, ensure they align with clients' goals, and offer holistic wealth solutions throu...Show more

Last updated: 24 days ago • Promoted

Relationship Manager

Anand Rathi Share and Stock Brokers Ltd • Pune, Maharashtra, India

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.Yo...Show more

Last updated: 30+ days ago • Promoted

Alpha Alternatives - Relationship Manager - Wealth

Alpha Alternatives • Pune, India

The person shall be responsible : - To build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategi...Show more

Last updated: 23 days ago • Promoted

M1xchange - Senior Corporate Relationship Manager

M1xchange • Pune, India

Job Responsibilities - The person would be responsible for onboarding Corporates on the M1xchange (TReDS platform), activating these corporates for transactions and maintaining...Show more

Last updated: 20 days ago • Promoted

Senior Relationship Manager - (Wealth Management & Mutual Funds)

Confidential • India, Pune

Relationship Manager - Wealth Management & Mutual Funds.Department : Wealth Management & Mutual Funds.Relationship Manager - Wealth Management & Mutual Funds. You will manage client portfolios, ensur...Show more

Last updated: 16 hours ago • Promoted • New!

Relationship Manager-Housing Finance-Sales

Confidential • Pune, India

Manage sales and distribution through the cross channel and open market channels with ticket size upto 50 lakhs.Ensure unilateral growth by adding new DSAs / Branches. Manage and grow the Direct Sal...Show more

Last updated: 24 days ago • Promoted

Relationship Manager

Bandhan AMC Limited • Pune, Maharashtra, India

The ideal candidate will be responsible for gaining a deep understanding of the clients' investment objectives, risk appetite, and investment horizon. She / he will have to create strategic recommend...Show more

Last updated: 20 days ago • Promoted

Relationship Manager-Business Banking

IDFC FIRST Bank • Pune, Maharashtra, India

Relationship Manager-Business Banking.The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship managemen...Show more

Last updated: 30+ days ago • Promoted

Relationship Manager - Wealth - - Baner - MM

Confidential • Pune

Client Acquisition & Relationship Management.Acquire and manage a group of HNI clients through effective profiling and understanding of their investment requirements. Build and deepen relationships ...Show more

Last updated: 24 days ago • Promoted

Junior Relationship Manager (Wealth Management & Mutual Funds) - Restart Career

Confidential • Pune, India

Job Description : Junior Relationship Manager (Wealth Management & Mutual Funds) - Restart Career.Experience : 6 Months - 2 Years. We are seeking a proactive and client-focused.Wealth Management team ...Show more

Last updated: 6 days ago • Promoted

Relationship Manager - Private Wealth

Confidential • Pune

Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a bro...Show more

Last updated: 21 days ago • Promoted

Relationship Manager

Mango Advisors • Pune, Maharashtra, India

To Generate Business Across Real Estate Sector (Syndication, Land Intermediation, Asset Management, Strategy).To Be Updated With The Real Estate Market And Wholesale Funding In Real Estate.To Defin...Show more

Last updated: 30+ days ago • Promoted

Vashi Integrated - Relationship Manager

Vashi Integrated • Pune, India

Client Management & Business Development : - Up-sell and cross-sell with Bank Mutual Fund products to retail and HNI clients from the assigned database.Generate new leads an...Show more

Last updated: 30+ days ago • Promoted

Relationship Manager

Alpha Orion • Pune, India

About : - Develop MNC business by onboarding new clients and managing existing clients.Revenue maximization - Diversify product p...Show more

Last updated: 30+ days ago • Promoted

Junior / Senior Relationship Manager - (Wealth Management & Mutual Funds)

Confidential • Mumbai, Noida, Pune

Relationship Manager - Wealth Management.Relationship Manager - Wealth Management,.You will manage client portfolios, ensure they align with clients' goals, and offer holistic wealth solutions thro...Show more

Last updated: 16 hours ago • Promoted • New!

iSprout - Relationship Manager

iSprout - Managed Office Space • Pune, India

The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.Abil...Show more

Last updated: 13 days ago • Promoted

Relationship Manager

AAA Global • Pune, IN

Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show more

Last updated: 15 days ago • Promoted

Wealth Manager

Banking and NBFC job • Pune, Maharashtra, India

Urgent Mandate-Wealth Manager for a MNC Life Insurance Company (Sales role of Life Insurance Products) Location : Andheri, Mumbai (Only local candidates please) Individual Role CTC : Up to 12 LPA Can...Show more

Last updated: 8 hours ago • Promoted • New!