Wealth Manager
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Location:
Pune About Teamone : Teamone Financial Services is a trusted wealth management firm with 28 years of legacy, dedicated to helping HNI families preserve, grow, and transfer their wealth. We combine personalized advice, disciplined investing, and long-term relationships to deliver exceptional financial outcomes. Roles &
Responsibilities:
* Manage and grow relationships with HNI clients.
* Meet clients regularly and provide wealth management advice.
* Manage qualified leads provided by the company (no cold calling).
* Recommend mutual funds and investment solutions.
* Deliver an exceptional client experience while achieving business targets. What We’re Looking For :
* Excellent communication and relationship-building skills.
* Knowledge of financial products or a strong willingness to learn.
* Self-driven, professional, and client-focused.
* Passion for sales, client relationships, and continuous learning.
What We Offer
* Competitive fixed salary + attractive incentives.
* High-quality leads provided by the company.
* Learning, growth, and long-term career opportunities.
* Fast-paced growth. Apply Now : 📧 hr@teamonefinserve.com 📞 7499021868
-
Deputy Area Manager
3 days ago
Pune, Maharashtra, India Bajaj Finance Full-timeJob PurposeAt Bajaj Finance, our Wealth Managers are trusted advisors to our clients. As a Wealth RM, you will manage and grow a portfolio of HNI and affluent clients, helping them achieve their financial goals through thoughtful advice, curated investment solutions, and long-term relationships.This role is ideal for professionals who enjoy client...
-
Relationship Manager – Wealth Management
3 days ago
Pune City, Maharashtra, India XpertReach Full-timeKey Responsibilities:Client Relationship Management:Develop and maintain strong, long-term relationships with existing and prospective HNI clients.Regularly meet clients to understand their financial goals, objectives, and risk tolerance.Serve as the primary point of contact for clients, providing exceptional customer...
-
Team Lead
3 days ago
Pune City, Maharashtra, India XpertReach Full-timeKey Responsibilities:Team Leadership & Management:Lead, motivate, and mentor a team of Relationship Managers to achieve individual and team targets.Set performance goals, monitor progress, and provide feedback and coaching to team members to improve sales, service, and client relationship management.Foster a...
-
Relationship Manager
3 days ago
Pune, Maharashtra, India Yubi Full-timeAbout Yubi: Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.In...
-
Digital Wealth Acquisition Manager
3 days ago
Pune City, Maharashtra, India Finnovate Full-timeJob Title: Financial Planning Specialist / Financial Planning Expert (Digital)Reporting To: Branch ManagerAbout Finnovate:Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftlyTo date we...
-
Relationship Manager Wealth
3 days ago
Pune, Maharashtra, India Muthoot Fincorp Full-time ₹2 - ₹6 ContractCompany Name – Muthoot Fincorp LimitedJob Title – Relationship Manager - WealthGrade – MM3Designation – ManagerLocation – Trivandrum, Kerala Reports to – Span Of Control – NA Our Brand PurposeTo transform the life of the common man by improving their financial wellbeing JOB DESCRIPTION ROLE SUMMARY (PURPOSE) The primary responsibility of...
-
Pune, Maharashtra, India Resource Advisory Junction Full-time ₹1 - ₹6 ContractJob Description: Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update...
-
Relationship Manager
3 days ago
Pune, Maharashtra, India Tata Capital Full-timeDescription Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long...
-
Relationship Manager
3 days ago
Pune, Maharashtra, India Tata Capital Full-timeDescription Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long...
-
Sr. Relationship Manager
3 days ago
Pune, Maharashtra, India Tata Capital Full-timeDescription Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long...
