Relationship Manager

6 days ago


Pune, Maharashtra, India Live Connections Full time

Job Title: Treasures Virtual Relationship ManagerLocation: Pune / ChennaiExperience: 2–3 years in client servicing, wealth management, or financial servicesKey Responsibilities:Acquire and manage Treasures clients via digital and remote channelsProvide investment and insurance advisory in collaboration with specialistsConduct regular portfolio reviews and deepen client relationshipsEnsure smooth onboarding and service delivery through digital toolsPromote cross-sell opportunities to increase wallet shareMaintain compliance with regulatory and internal policiesRequirements:2–3 years of relevant experience in financial services or wealth managementFamiliarity with investment and insurance products (AMFI/IRDAI certification preferred)Strong communication and relationship-building skillsComfortable with digital tools and remote engagementGraduate degree in Finance, Business, or related discipline (MBA preferred)Fluency in English and Hindi; regional languages a plusCore Competencies:Client-focused and sales-driven mindsetEffective communication and interpersonal skillsAbility to manage ambiguity and drive results remotelyStrong teamwork and collaboration with internal stakeholders



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