Senior Relationship Manager

4 days ago


Pune, Maharashtra, India Alpha Capital Full time ₹ 75,000 - ₹ 2,00,000 per year

Position: Senior Relationship Manager / Wealth Manager Pune

Experience: 5–8 years (Wealth Management / Financial Advisory)

Role Overview:

We are hiring a senior Wealth Manager for Pune to manage HNI & mass-affluent clients, drive advisory-led relationships, and selectively acquire new clients through referrals and warm leads. The role requires strong investment knowledge across MF, PMS, AIF, Bonds, and Equity products.

Key Responsibilities

  • Manage & grow relationships with HNI / mass-affluent clients in Pune

    • Conduct goal-based planning, asset allocation & periodic portfolio reviews

    • Recommend investment solutions across MF, PMS, AIF, Bonds, Equity

    • Selective new client acquisition through referrals & warm introductions

    • Collaborate with product & research teams for client solutions

    • Ensure compliance with SEBI, AMFI, regulatory guidelines

Required Skills & Experience

  • 5–8 years experience in WM / private wealth / advisory roles

    • Strong advisory capability with Pune client exposure preferred

    • Good understanding of MF, PMS, AIF, Bonds, tax planning

    • Excellent communication & relationship management skills

Why Join Us

  • Strong product basket & research support

    • Warm leads support (not purely acquisition)

    • Competitive senior-level compensation + performance incentives

    • Growth path towards Senior RM / Team Lead roles


  • Pune, Maharashtra, India Kotak Mahindra Prime Limited Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionKotak Mahindra Prime Limited (KMPL) is a subsidiary of Kotak Mahindra Bank Limited and has been a leading car finance company in India since 1996. KMPL finances new and pre-owned passenger cars as well as two wheelers for retail consumers, and provides wholesale financing to automobile dealerships. The company also offers Loan Against...


  • Pune, Maharashtra, India Alpha Capital Full time ₹ 6,00,000 - ₹ 24,00,000 per year

    Job Description: We are seeking experienced and motivated professionals to join our Wealth Management team as Relationship Managers. The ideal candidate should have a strong understanding of Mutual Funds, PMS, and AIF products, along with proven experience in client relationship management and investment advisory. This role demands excellent communication...


  • Pune, Maharashtra, India Orbitouch outsourcing pvt ltd Full time ₹ 30,00,000 - ₹ 60,00,000 per year

    Urgent Hiring For Relationship/Wealth Manager(IFA Channel)Location- Jaipur, Pune, MumbaiProfile: Manager / Sr. Manager – Independent FinancialExperience- 2 yearsCtc- upto 7 Lpa (Depends on interview)Working Days- 6 daysReporting To: National HeadKey Responsibilities:Strategic Planning and Leadership:Develop and execute the sales strategy to drive business...


  • Pune, Maharashtra, India Tata Capital Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    DescriptionKey Objective of the Job:Main Accountabilities Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships.  Also, adding Channel partners, Direct selling Agents to multiply the business scope.  Client Relationship Management:Build and...


  • Pune, Maharashtra, India TecSight Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Client Relationship Manager – IT ServicesLocation:BangaloreJob type: Full timeRole OverviewThe Client Relationship Manager (CRM) is responsible for managing and nurturing strategicclient relationships, ensuring high levels of customer satisfaction, driving account growth,and acting as the primary point of contact between the client and internal...


  • Pune, Maharashtra, India Job24by7 Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    Job Description: Junior Relationship Manager (Wealth Management & Mutual Funds)Location: PuneExperience: 3-5 YearsAbout the Role:We are seeking a proactive and client-focusedJunior Relationship Managerto join ourWealth Managementteam in Pune. The ideal candidate will have3-5 Yearsof experience in financial services or investment advisory, with a strong...


  • Pune, Maharashtra, India Job24by7 Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Job Description: Junior Relationship Manager (Wealth Management & Mutual Funds) - Restart CareerLocation: PuneExperience: 6 Months - 2 YearsAbout the Role:We are seeking a proactive and client-focusedJunior Relationship Managerto join our Wealth Management team in Pune. The ideal candidate will have 6 months to 2 years of experience in financial services or...


  • Pune, Maharashtra, India Reliance Retail Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company OverviewReliance Retail, India's largest and most profitable retailer, offers an omni-channel experience across diverse sectors such as Consumer Electronics, Fashion & Lifestyle, and Grocery. Since its inception in 2006, Reliance Retail has been committed to innovation, superior products, and unmatched customer service. With an expansive network of...


  • Pune, Maharashtra, India Getnaukri Full time ₹ 4,20,000 - ₹ 6,00,000 per year

    Job Title: Relationship Manager – Home Loan Sales (Channel Manager)Department: SalesLocation: PuneReports To: Area Sales ManagerJob Summary:The Relationship Manager will be responsible for selling home loan products through different sales channels. The person will build and maintain strong relationships with customers and channel partners to increase...


  • Pune, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesLooking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context.Key...