Sr. Relationship Manager/Wealth Management

16 hours ago

Pune, Maharashtra, India Job24by7 Full time ₹ 6,00,000 - ₹ 18,00,000 per year

Job Title: Sr. Relationship Manager - Wealth Management

Location: Pune

Department: Wealth Management

Experience: 5-8 years

Role Overview

As a
Sr.
Relationship Manager - Wealth Management
, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer holistic wealth solutions through deep engagement and financial planning.

Key Responsibilities

  • Conduct periodic
    portfolio reviews
    with existing clients to evaluate investment performance and re-align strategies.
  • Understand clients'
    financial goals, risk profiles, life aspirations
    , and design investment solutions accordingly.
  • Monitor
    market trends and macroeconomic developments
    to identify necessary changes in client portfolios.
  • Present detailed
    investment performance reports
    , summaries, and financial projections to clients.
  • Educate clients on the benefits of
    financial planning
    and assist in the creation and execution of personalized plans.
  • Demonstrate strong product knowledge across
    mutual funds, bonds, PMS, corporate FDs
    , and other financial instruments.
  • Guide clients through
    market cycles
    and help them avoid common behavioral investing pitfalls.
  • Ensure a high
    share of wallet
    from each client by delivering outstanding service and trust.
  • Acquire new clients through
    referrals
    , personal networks, and targeted lead-generation activities.
  • Act as the
    Voice of the Client
    , collaborating with internal teams to improve client satisfaction and product offerings.

Candidate Profile

Educational Qualifications

  • Postgraduate degree in Finance, Business Administration, Economics, or a related field.

Certifications

  • NISM Series V-A
    (mandatory – must be completed within 60 days of joining if not already held).
  • CFP (Certified Financial Planner)
    preferred.

Experience

  • 5 to 8 years of relevant experience in wealth management, financial advisory, or investment consulting.

Skills & Attributes

  • Excellent communication and interpersonal skills.
  • Strong understanding of personal finance and financial markets.
  • High ethical standards with a
    client-first approach
    .
  • Empathetic, trustworthy, and solutions-oriented.
  • Self-driven, organized, and capable of handling a dynamic work environment.
  • Willingness to
    travel locally
    as per client engagement needs.
  • Strong team player with the ability to collaborate across functions.

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