Relationship Manager – Wealth Management_ Pune

2 weeks ago

Mumbai, Maharashtra, India Scripbox Full time ₹ 9,00,000 - ₹ 12,00,000 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.

  • Senior Relationship Manager – Wealth Management_ Pune

    6 days ago

    Mumbai, Maharashtra, India Scripbox Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We are seeking a dynamic and client-focusedSeniorRelationship Managerwith 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...

  • Private Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. 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...

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

  • Relationship Manager

    6 days ago

    Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We're Hiring – Relationship Managers (Wealth Products | MF / PMS / AIF) for the Mumbai Location,Dalmia Wealth Pvt. Ltd., a fast-growing third-party wealth distribution house, is expanding its footprint in Mumbai.We're looking for Relationship Managers with 3–5 years of experience in Mutual Funds, PMS, AIF, or Wealth Management, who are passionate about...

  • B2B RM Wealth Management

    6 days ago

    Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

  • 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...

  • Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...

  • Wealth Relationship Manager

    3 hours ago

    Mumbai, Maharashtra, India Borderless Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Borderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO Certified 27001: 2022, Borderless allows users to digitally open, own, and operate overseas investing accounts. Utilizing big data-based automated research and analysis, Borderless...

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Looking for Wealth Managers with atleast 8 years of relevant work experience