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
