Junior / Senior Relationship Manager - (Wealth Management & Mutual Funds)

Job Title: Sr. Relationship Manager - Wealth Management

Location: Pune

Department: Wealth Management

Experience: 3-8 years

Role Overview

As a Sr. Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer holistic wealth solutions through deep engagement and financial planning.

Key Responsibilities

• Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies.
• Understand clients' financial goals, risk profiles, life aspirations, and design investment solutions accordingly.
• Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios.
• Present detailed investment performance reports, summaries, and financial projections to clients.
• Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans.
• Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs, and other financial instruments.
• Guide clients through market cycles and help them avoid common behavioral investing pitfalls.
• Ensure a high share of wallet from each client by delivering outstanding service and trust.
• Acquire new clients through referrals, personal networks, and targeted lead-generation activities.
• Act as the Voice of the Client, collaborating with internal teams to improve client satisfaction and product offerings.

Candidate Profile

Educational Qualifications

• Postgraduate degree in Finance, Business Administration, Economics, or a related field.

Certifications

• NISM Series V-A (mandatory – must be completed within 60 days of joining if not already held).
• CFP (Certified Financial Planner) preferred.

Experience

• 3 to 8 years of relevant experience in wealth management, financial advisory, or investment consulting.

Skills & Attributes

• Excellent communication and interpersonal skills.
• Strong understanding of personal finance and financial markets.
• High ethical standards with a client-first approach.
• Empathetic, trustworthy, and solutions-oriented.
• Self-driven, organized, and capable of handling a dynamic work environment.
• Willingness to travel locally as per client engagement needs.
• Strong team player with the ability to collaborate across functions.

Skills Required
Relationship Manager, Relationship Management, Wealth Management, wealth management services , Customer Relationship Management, Crm, Financial Analysis, Relationship Building, Investment Management, Relationship Development, Investing, Investments, Public Relations, Mutual Funds, Mutual Funds Sales