Relationship Manager (UHNI)

Hireginie Talent Cloud; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Hireginie Talent Cloud in Pune seeks a Relationship Manager (UHNI) to work under a Wealth Manager. You will manage client relationships, gather goals, and tailor financial plans within a learning-forward environment.

The role focuses on client engagement, portfolio reviews, and collaboration with investment teams to deliver personalized solutions and build a long-term wealth management career.

Qualifications

• MBA / MCom / PG in Finance or MTech as acceptable qualifications.
• 1-3 years in financial services, banking, or client-facing roles.
• Must obtain NISM Investment Adviser XA & XB certification within 6 months of joining.

Responsibilities

• Build and deepen relationships with new clients and onboard them onto the wealth management book.
• Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
• Regularly review portfolios and recommend rebalancing, upgrades, or new strategies.
• Prepare client briefs, review notes for ongoing reviews and meetings.
• Ensure timely communication and updates to clients on key portfolio actions or changes.
• Collaborate with internal teams to fulfill client needs.
• Develop familiarity with advisory tools, risk assessment frameworks, and planning models.

Skills

Communication

Interpersonal skills

Attention to detail

Analytical thinking

Education

MBA

MCom

Post Graduate in Finance/MTech

Job description

About Our Client:

Our client is a fast-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a strong focus on innovation, professionalism, and service excellence, the company offers a collaborative work environment that encourages ownership, learning, and career growth.

Job Title: Relationship Manager (UHNI)

Location: Pune

Experience: 1-3 years in financial services, investment advisory, or client-facing roles

Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance/Mtech

About the role:

As a Relationship Manager (RM), 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, a nd personalized service, all within a structured learning environment.

Client Engagement:

• Build and deepen relationships with new clients and onboard them onto the wealth management book.
• 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 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 protocols on ethical conduct and confidentiality.
• Adhere to the process set internally by the company 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.

Requirement:

• 1-3 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 exams within 6 months of joining the company.
• 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.