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Relationship Manager - Wealth Management_ Pune
Scripbox
Customer Service, Accounting & Finance
India Gate, New Delhi, Delhi, India · United States
Posted on Sep 11, 2025
We are seeking a dynamic and client-focused Relationship Manager with 2–4 years of experience in financial services, wealth management, or private banking. The RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.
Job Description
Relationship Manager – Wealth Management
Position: Relationship Manager (Wealth Management)
Experience: 2–4 years
Location: Pune
Employment Type: Full-time
About the Role
We are seeking a dynamic and client-focused Relationship Manager with 2–4 years of experience in financial services, wealth management, or private banking. The RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.
Key Responsibilities
- Manage and grow a portfolio of HNI/UHNI clients with focus on wealth creation and retention.
- Understand client goals, risk appetite, and financial needs to recommend appropriate investment products (Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, etc.).
- Drive new client acquisition through referrals, networking, and market intelligence.
- Ensure regular engagement with clients via reviews, portfolio updates, and financial planning discussions.
- Collaborate with product and research teams to deliver best-in-class investment solutions.
- Track market trends, investment performance, and regulatory updates to proactively advise clients.
- Ensure compliance with all regulatory, legal, and company guidelines.
- Achieve revenue and AUM growth targets as per business objectives.
Desired Candidate Profile
- Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field.
- 2–4 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Distribution.
- Strong knowledge of investment products across asset classes.
- Excellent communication, presentation, and relationship-building skills.
- Ability to work independently as well as in a team-driven environment.
- Certifications such as NISM, CFP, CFA (preferred but not mandatory).
What We Offer
- Competitive fixed + performance-based incentives.
- Opportunity to work with a growing wealth management platform.
- Access to comprehensive product suite and research support.
- Structured career growth and professional development programs.