Senior Relationship Manager

Teamone Financial Services Pvt. Ltd.

Role : Relationship Manager ( Wealth Management )

Location : Pune

About Teamone :

Teamone Financial Services is a trusted wealth management firm with 28 years of legacy, dedicated to helping HNI families preserve, grow, and transfer their wealth. We combine personalized advice, disciplined investing, and long-term relationships to deliver exceptional financial outcomes.

Roles & Responsibilities :

* Manage and grow relationships with HNI clients.

* Meet clients regularly and provide wealth management advice.

* Manage qualified leads provided by the company (no cold calling).

* Recommend mutual funds and investment solutions.

* Deliver an exceptional client experience while achieving business targets.

What We're Looking For :

* Excellent communication and relationship-building skills.

* Knowledge of financial products or a strong willingness to learn.

* Self-driven, professional, and client-focused.

* Passion for sales, client relationships, and continuous learning.

What We Offer :

* Competitive fixed salary + attractive incentives.

* High-quality leads provided by the company.

* Learning, growth, and long-term career opportunities.

* Fast-paced growth.