Relationship manager - Finance

URGENT HIRING | Relationship Manager – Investment & Client Advisory

We are hiring Relationship Managers with experience in client handling and investment advisory for Pune & Mumbai locations. This is a full-time role focused on HNI client management, investment advisory, and business development.

Role: Relationship Manager – Investments
Location: Pune & Mumbai
CTC: 3–6 LPA (Fixed, based on experience & performance)

Role Snapshot
Manage and grow relationships with high-net-worth clients by providing personalized investment advice, driving new business, and ensuring long-term client engagement.

Key Responsibilities
• Build and maintain strong relationships with HNI clients
• Understand clients financial goals, risk appetite & investment preferences
• Provide personalized investment advice and asset allocation strategies
• Acquire new clients through networking, referrals & prospecting
• Conduct regular portfolio reviews and performance discussions
• Collaborate with internal teams for seamless onboarding & servicing
• Prepare and present investment proposals, reports & client presentations
• Stay updated on market trends, investment products & economic indicators
• Ensure compliance with regulatory and documentation requirements
• Support client education on investment products and financial planning
• Achieve assigned business targets and contribute to revenue growth

Eligibility
Minimum 2+ years experience in Relationship Management / Sales / Investment Advisory
Strong client-handling & communication skills
Knowledge of financial products & market trends
Target-driven and relationship-focused mindset

Why This Opportunity
Stable full-time role with fixed CTC
Exposure to HNI clients & investment advisory
Growth-oriented relationship management profile
Career progression in wealth & investment management

Apply Now
WhatsApp: +91 7558344462
Email: [Confidential Information]