Junior Relationship Manager

5 days ago

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

Job Description: Junior Relationship Manager (Wealth Management & Mutual Funds) - Restart Career

Location: Pune

Experience: 6 Months - 2 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 6 months to 2 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:

  1. Client Relationship Support

● Assist in managing a portfolio of HNI/UHNI clients.

● Understand client financial goals, risk profiles, and investment preferences.

  1. 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.

  1. Business Development

● Support client acquisition through referrals, networking, and market research.

● Identify prospective clients and assist in onboarding.

  1. Client Engagement

● Conduct regular follow-ups, portfolio reviews, and client service interactions.

● Share market updates, product information, and financial insights.

  1. Coordination & Collaboration

● Work closely with product, research, and operations teams to ensure smooth

execution of client requests and investment operations.

  1. Market Research

● Stay updated on financial markets, products, and regulatory developments to better

assist clients.

  1. Compliance

● Ensure adherence to regulatory guidelines and internal compliance standards during

all client interactions and transactions.

  1. 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.

●
6 months to 2 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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