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

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

ConfidentialPune, India
4 days ago
Job description

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

Location : Pune

Experience : 6 Months - 2 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 6 months to 2 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.
  • 6 months to 2 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, Bonds, Insurance, structured products, Cfa, CFP

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