Relationship Manager / Senior Relationship Manager - Wealth Management

BharatHire.Com Private Limited; Pune District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

BharatHire.Com Private Limited in Pune seeks an experienced sales professional to manage premium HNI portfolios and drive AUM growth by pitching bespoke mutual funds, PMS, and Category II/III AIFs.

You will build referral networks, cultivate Bank RM relations, ensure SEBI & KYC compliance, and maintain CRM pipeline analytics. Candidates should have 2–5 years BFSI/mutual fund sales, be under 32, with a graduate degree and NISM Series V-A certification.

Qualifications

• 2-5 years in BFSI/Mutual Fund Sales
• Age up to 32 years
• Graduate mandatory with NISM Series V-A certification

Responsibilities

• Pitch bespoke Mutual Funds, PMS, & AIFs to premium HNI clients
• Build referral networks and Bank RM relations
• Ensure 100% SEBI & KYC compliance
• Maintain CRM pipeline analytics

Skills

HNI Client Acquisition

PMS

AIF

Wealth Management

Education

NISM Series V-A Cert.

Graduate Degree

Job description

Manage premium HNI portfolios & drive AUM growth Pitch bespoke Mutual Funds, PMS, & Category II/III AIFs Build referral networks & Bank RM relations Ensure 100% SEBI & KYC compliance Maintain CRM pipeline analytics

Required Candidate profile

Exp: 2-5 yrs in BFSI/Mutual Fund Sales Age/Edu: Upto 32 yrs | Graduate Mandatory: NISM Series V-A Cert. Skills: HNI Client Acquisition, PMS, AIF, & Wealth Management