Relationship Manager – Wealth Management_ Pune

2 weeks ago

India Scripbox Advisors Full time ₹ 5,00,000 - ₹ 25,00,000 per year

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
  • Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field.
  • 2–4 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Distribution.
  • Strong knowledge of investment products across asset classes.
  • Excellent communication, presentation, and relationship-building skills.
  • Ability to work independently as well as in a team-driven environment.
  • Certifications such as NISM, CFP, CFA (preferred but not mandatory).
What We Offer
  • Competitive fixed + performance-based incentives.
  • Opportunity to work with a growing wealth management platform.
  • Access to comprehensive product suite and research support.
  • Structured career growth and professional development programs.
Job Summary

Website

Fresher Experience

Contact

  • Senior Relationship Manager – Wealth Management_ Pune

    4 days ago

    India Scripbox Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We are seeking a dynamic and client-focused Senior Relationship Manager with 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.Job...

  • Wealth Manager

    4 weeks ago

    india Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial products to the...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Relationship Manager

    1 week ago

    Surat, India KV Wealth Full time

    Job Description Company Description At KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients quality of life and provide actionable solutions. Our team is...

  • Wealth Relationship Manager

    5 days ago

    Bengaluru, India Wise Finserv Full time

    Job Description Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida . The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies....

  • Wealth Manager

    4 weeks ago

    Chennai, India Unified Vision Wealth Full time

    Job Description Company Description Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong...

  • Apply in 3 Minutes! Senior Wealth Manager

    4 weeks ago

    Bengaluru, India Nuvama Wealth Full time

    Job Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Wealth Relationship Manager

    2 weeks ago

    Chennai, India Purnartha PMS Full time

    Job Description Company Description Purnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by Vasudhaiva Kutumbakam, emphasizing treating our clients investments as our own. We provide personalized, research-backed PMS focused on...

  • Content Writer

    1 week ago

    Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Regional Head

    1 week ago

    Pune, Maharashtra, India, Maharashtra upGrad Rekrut Full time

    As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our...