Associate Relationship Manager

Hireginie Talent Cloud; Dadri; On-site; INR 550,000 - 900,000; Full time

Job summary

Hireginie Talent Cloud is seeking an Associate Relationship Manager in Noida to join a client-focused wealth management team. You will work directly with a Wealth Manager, handling client engagements, portfolio reviews, and strategy discussions to support long-term financial well-being.

You will participate in training and grow toward a Wealth Manager role, with emphasis on advisory tools, risk assessment, and planning models.

Qualifications

• 1.5–2.5 years in financial services, banking, or client-focused roles.
• Must obtain NISM – Investment Advisor – XA & XB certification.
• Strong communication and interpersonal skills with a willingness to learn.
• High attention to detail, client empathy, and process discipline.
• Knowledge of Indian equity and debt markets is preferred.

Responsibilities

• Build and deepen relationships with an assigned client book under a Wealth Manager.
• Understand client goals, risk profiles and investment preferences to offer advice.
• Regularly review portfolios and suggest rebalancing or new strategies.
• Prepare client briefs and maintain accurate CRM records.
• Collaborate with internal teams to fulfill client needs and ensure compliance.

Skills

Strong communication

Interpersonal skills

Analytical

Attention to detail

Client relationship

Education

NISM – Investment Advisor – XA & XB

Job description

About Our Client

Our client is a new-age, client-first wealth management organization committed to growing alongside its clients, with over 20,000 Cr of Assets under Advice. It goes beyond traditional wealth management by enabling client aspirations through intelligent advice, deep relationships, and a strong focus on long-term financial well-being.

Job Title: Associate Relationship Manager

Location: Noida

Experience: 1.5 yrs - 2.5 years

Educational Qualification: Any Graduate / Post Graduate

About the role:

As an Associate Relationship Manager (ARM), you will be an integral member of a client relationship team, working directly under a Wealth Manager. This role is designed as a launchpad for future Wealth Managers - giving you hands‑on exposure to client management, financial planning, investment products, and personalized service, all within a structured learning environment.

Responsibilities:

Client Engagement:

• Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
• Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
• Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
• Prepare client briefs, review notes for ongoing reviews and meetings.
• Ensure timely communication and updates to clients on key portfolio actions or changes.
• Get leads and references from clients and increase wallet share with them.
• Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
• Develop familiarity with our clients advisory tools, risk assessment frameworks, and planning models

Process, Documentation & Compliance:

• Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.
• Learn and adhere to our clients protocols on ethical conduct and confidentiality.
• Adhere to the process set internally by our client to comply with SEBI guidelines and regulatory framework.

Learning and Growth Pathway

• Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities.
• Set and track learning milestones in investment advisory, client engagement, and portfolio management.
• Work towards readiness to graduate into a Wealth Manager role over time.

Requirements:

• 1.5 years to 2.5 years of experience in financial services, banking, or a client-focused role (internships included).
• Mandatory Requirement: The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB
• Strong communication and interpersonal skills with a willingness to learn and grow.
• High attention to detail, client empathy, and process discipline.
• Analytical and process oriented and have the ability to prioritise deliverables.
• Passionate about personal finance and building a long-term career in wealth management.
• Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.