Relationship Manager – Wealth Management_ Pune

We are seeking a dynamic and client-focused Relationship Manager with 2–4 years of experience in financial services, wealth management, or private banking. The RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.

Job Description

Relationship Manager – Wealth Management

Position : Relationship Manager (Wealth Management)

Experience : 2–4 years

Location : Pune

Employment Type : Full-time

About The Role

We are seeking a dynamic and client-focused Relationship Manager with 2–4 years of experience in financial services, wealth management, or private banking. The RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.

Key Responsibilities

• Manage and grow a portfolio of HNI / UHNI clients with focus on wealth creation and retention.
• Understand client goals, risk appetite, and financial needs to recommend appropriate investment products (Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, etc.).
• Drive new client acquisition through referrals, networking, and market intelligence.
• Ensure regular engagement with clients via reviews, portfolio updates, and financial planning discussions.
• Collaborate with product and research teams to deliver best-in-class investment solutions.
• Track market trends, investment performance, and regulatory updates to proactively advise clients.
• Ensure compliance with all regulatory, legal, and company guidelines.
• Achieve revenue and AUM growth targets as per business objectives.

Desired Candidate Profile

What We Offer

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Skills Required

Mutual Funds, Pms, Bonds, Insurance, structured products, investment products