Senior Relationship Manager

Role Overview:

We are looking for a motivated and skilled Wealth Manager / RM Pune with 4–5 years of experience in wealth management or financial advisory. The ideal candidate must have strong client acquisition capabilities, experience in managing investment portfolios, and deep knowledge of Mutual Funds, PMS, AIF, and other wealth products. This role focuses on helping clients achieve their financial goals while growing the client base for the organisation.

Key Responsibilities

1. Client Acquisition & Relationship Management

• Independently acquire new HNI / mass-affluent clients.
  
• Build and maintain a high-quality client book with strong relationships.
  
• Assist clients with investment planning, goal setting, and portfolio reviews.
  
• Ensure high levels of client satisfaction, trust, and long-term retention.
  

2. Investment Strategy & Portfolio Management

• Recommend investment solutions across MF, PMS, AIF, Bonds, Equity, etc.
  
• Stay updated on market trends, product categories, and regulatory changes.
  
• Support asset allocation, risk management, and tax optimisation initiatives.
  

3. Business Development & Revenue Growth

• Proactively drive lead generation and client acquisition initiatives.
  
• Grow AUM through cross-selling and upselling aligned with client needs.
  
• Work toward achieving assigned revenue and AUM targets.
  

4. Compliance & Risk Management

• Ensure adherence to SEBI, AMFI, and RBI guidelines.
  
• Maintain proper documentation, KYC compliance, and client records.
  
• Conduct periodic reviews to ensure suitability and compliance.
  

5. Team Collaboration

• Work closely with senior RMs, analysts, and product teams to deliver solutions.
  
• Prepare and support client presentations, reports, and communication material.
  

Key Qualifications & Skills

• 4–5 years of experience in wealth management / financial advisory.
  
• Strong client acquisition skills and the ability to build a strong client book.
  
• In-depth knowledge of Mutual Funds, PMS, AIF, Bonds, Equity, and tax planning.
  
• Excellent communication, networking, and client service skills.
  
• Bachelor’s/Master’s degree in Finance, Commerce, Economics; CFA/CFP preferred.
  
• Proficiency in financial tools, CRM systems, and Excel-based analysis.
  

Compensation & Benefits

• Competitive fixed salary + performance-based incentives.
  
• Benefits including health insurance and retirement plans.
  
• Clear growth path into senior wealth management roles.