Job Title: Relationship Manager – Pranitya Wealth

Location: Pune

Experience: 1–4 Years

About the Company

Pranitya Wealth is a Pune-based wealth management firm founded in 2020 by Pravin Bhalerao, who brings over 25 years of experience in wealth and investment management and was the first Managing Partner at IIFL Wealth.

The firm currently manages ₹7,500 Cr+ AUM with ₹45 Cr in revenue and has a growing client and office base across Pune, Goa, Hyderabad, and Ahmedabad. It is among the largest wealth management firms in Pune, operating as a focused, founder-led platform with a team of 25+ professionals.

Role Overview

We are looking for a Relationship Manager / Associate RM to support and manage existing client relationships. This role is focused on relationship management of existing clients and not on acquisition. The focus will be on client servicing, engagement, and supporting senior team members in managing UHNI relationships.

Key Responsibilities

Support in managing relationships with UHNI / Family Office clients
Act as a point of contact for client queries and servicing requirements
Assist clients in investments, portfolio decisions and tracking, reporting, and communication
Work with internal teams to execute investment transactions and solutions
Maintain regular follow-ups to ensure client satisfaction and retention
Support in deepening existing relationships and increasing wallet share

Candidate Profile

1–5 years of experience in wealth management / private banking / financial services
Exposure to UHNI clients preferred (non-retail mindset)
Understanding of wealth products (mutual funds, PMS, AIFs, etc.) and securities like Stocks and Bonds
Strong communication skills and ability to interact with clients confidently
Willingness to learn and grow in a client-facing role
Comfortable working in a lean, founder-led setup
Based in PUNE a must

Key Skills

Client servicing & relationship management
Basic understanding of investment products
Communication & interpersonal skills
Attention to detail and execution
Ownership and learning mindset

Why Join

Opportunity to work with a high-quality HNI client base early in career
Direct exposure to a founder-led wealth platform
Strong learning curve across investments and client management
Hands-on experience in a growing wealth management firm

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