Junior Relationship Manager
4 days ago
Job Description: Junior Relationship Manager (Wealth Management & Mutual Funds)
Location: Pune
Experience: 3-5 Years
About the Role:
We are seeking a proactive and client-focused
Junior Relationship Manager
to join our
Wealth Management
team in Pune. The ideal candidate will have
3-5 Years
of experience in financial services or investment advisory, with a strong interest in managing HNI/UHNI clients and building a long-term career in wealth management.
Key Responsibilities:
- Client Relationship Support
● Assist in managing a portfolio of HNI/UHNI clients.
● Understand client financial goals, risk profiles, and investment preferences.
- Investment Advisory Support
● Recommend and explain suitable investment products such as Mutual Funds, PMS,
AIFs, Bonds, Structured Products, and Insurance.
● Coordinate with senior managers for customized solutions when required.
- Business Development
● Support client acquisition through referrals, networking, and market research.
● Identify prospective clients and assist in onboarding.
- Client Engagement
● Conduct regular follow-ups, portfolio reviews, and client service interactions.
● Share market updates, product information, and financial insights.
- Coordination & Collaboration
● Work closely with product, research, and operations teams to ensure smooth
execution of client requests and investment operations.
- Market Research
● Stay updated on financial markets, products, and regulatory developments to better
assist clients.
- Compliance
● Ensure adherence to regulatory guidelines and internal compliance standards during
all client interactions and transactions.
- Target Achievement
● Support achievement of revenue, AUM, and client acquisition goals.
Candidate Profile:
● Bachelor's or Master's degree in Finance, Commerce, Business Administration, or related fields.
●
3 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Product Distribution.
● Strong understanding of financial products and investment concepts.
● Excellent communication, interpersonal, and relationship-building skills.
● Self-driven, disciplined, and eager to learn.
● Mandatory: NISM certification.
● Preferred: CFP, CFA, or other relevant certifications.
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