Relationship Manager

2 weeks ago


Pune, Maharashtra, India Live Connections Full time

Job Title: Treasures Virtual Relationship Manager

Location: Pune / Chennai

Experience: 2–3 years in client servicing, wealth management, or financial services

Key Responsibilities:

  • Acquire and manage Treasures clients via digital and remote channels
  • Provide investment and insurance advisory in collaboration with specialists
  • Conduct regular portfolio reviews and deepen client relationships
  • Ensure smooth onboarding and service delivery through digital tools
  • Promote cross-sell opportunities to increase wallet share
  • Maintain compliance with regulatory and internal policies

Requirements:

  • 2–3 years of relevant experience in financial services or wealth management
  • Familiarity with investment and insurance products (AMFI/IRDAI certification preferred)
  • Strong communication and relationship-building skills
  • Comfortable with digital tools and remote engagement
  • Graduate degree in Finance, Business, or related discipline (MBA preferred)
  • Fluency in English and Hindi; regional languages a plus

Core Competencies:

  • Client-focused and sales-driven mindset
  • Effective communication and interpersonal skills
  • Ability to manage ambiguity and drive results remotely
  • Strong teamwork and collaboration with internal stakeholders


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