Senior Relationship Manager

Teamone Parivaar; Maharashtra; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Competitive fixed salary

Attractive incentives

Quality leads provided

Learning & growth opportunities

Job summary

Teamone Financial Services in Pune is seeking a Relationship Manager (Wealth Management) to build and nurture relationships with high-net-worth individuals. You will regularly meet clients, provide wealth management guidance, and implement tailored investment solutions.

The role includes handling leads provided by the company, with no cold calling, and aiming to exceed business targets. The ideal candidate combines excellent communication with a client-centric approach, shows willingness to

Qualifications

• Excellent communication and relationship-building skills.
• Willingness to learn about financial products.
• Self-driven, professional, and client-focused.
• Passion for sales, client relationships, and continuous learning.

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.

Skills

Relationship management

Communication skills

Sales orientation

Lead management

Client relationships

Willingness to learn

Job description

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.

• 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.