Junior Relationship Manager
14 hours ago
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:
- 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.
●
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.
-
Sales Manager
1 week ago
Pune, Maharashtra, India The Sales Manager Full time ₹ 1,20,000 - ₹ 6,00,000 per yearThe Sales Manager is a pivotal role requiring a combination of strategic thinking, leadership skills, and a deep understanding of the global market dynamics and the capabilities of the company. You will work closely with the cross-functional teams, including marketing, product development, and operations, to ensure a cohesive approach to sales and overall...
-
Junior Manager
1 week ago
Pune, Maharashtra, India Cummins Full time ₹ 12,00,000 - ₹ 24,00,000 per yearDescriptionThe Junior Manager – II, Accounts Payable is responsible for managing end-to-end Procure-to-Pay (P2P) processes, including supplier master data management, account reconciliations, journal entries, and month-end close activities. This role ensures accuracy, compliance, and efficiency in financial operations while maintaining strong stakeholder...
-
Relationship Manager/Sr Relationship Manager
15 hours ago
Pune, Maharashtra, India The Zero Group Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionThe Zero Group focuses on providing tailor-made solutions in the Real Estate world for both end users and investors. Driven by a single purpose, we help individuals and corporations fulfill their real estate needs through a unique blend of technology and skilled advisory workforce. We specialize in project marketing, commercial & retail...
-
Relationship Manager
14 hours ago
Pune, Maharashtra, India 9a403901-f2fd-461b-a7dd-df83f1e5037c Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Pune. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, understanding their needs, and providing tailored solutions. Key tasks include managing communication...
-
Relationship Manager
6 days ago
Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRelationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations We are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer...
-
Junior Account Executive
3 days ago
Pune, Maharashtra, India The Millennium Weddings Full time ₹ 1,20,000 - ₹ 3,60,000 per yearJob Title:Junior AccountantExperience Required:2 – 5 YearsLocation:PuneEmployment Type:Full-TimeCompany DescriptionEncore Events & Promotions specializes in delivering exceptional Meetings, Incentives, Conferences, and Exhibitions (MICE) that elevate business connections and growth. With over 2000 successful events and 200+ happy clients, Encore offers...
-
Relationship Manager
6 days ago
Pune, Maharashtra, India Getnaukri Full time ₹ 4,20,000 - ₹ 6,00,000 per yearJob Title: Relationship Manager – Home Loan Sales (Channel Manager)Department: SalesLocation: PuneReports To: Area Sales ManagerJob Summary:The Relationship Manager will be responsible for selling home loan products through different sales channels. The person will build and maintain strong relationships with customers and channel partners to increase...
-
Relationship Manager
3 days ago
Pune, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesLooking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context.Key...
-
Relationship Manager
1 week ago
Pune, Maharashtra, India Bandhan Agritech Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionBandhan Agritech Pvt. Ltd. is dedicated to transforming agriculture through innovative and sustainable practices. Our mission focuses on connecting Indian farmers with international markets to ensure fair pricing while promoting eco-friendly agricultural inputs. We specialize in supporting India's banana export industry by offering...
-
Relationship Manager
1 week ago
Pune, Maharashtra, India Royal 18 Global Tech Craft Pvt. Ltd. Full time ₹ 1,40,000 - ₹ 3,00,000 per yearAbout Us:Royal 18 Global Tech Craft Pvt. Ltd. is a fast-growing technology company specializing in innovative solutions . Our flagship product launched recently which is a comprehensive Restaurant Management System (RMS) it is designed to streamline restaurant operations, enhance efficiency, and drive business growth.Role Overview:We are looking for an...