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

Job Title: Jr. / Sr. Relationship Manager - Wealth Management & Mutual Funds

Location: Pune

Department: Wealth Management & Mutual Funds

Experience: 3-8 years

Role Overview

Sr.

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, mutual funds, 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.