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Hiring companyNexthire
Verified today
Senior Relationship Manager
Pune, IN Full-time On-site
About the role
Senior Relationship Manager role focused on providing personalized financial advice to high net worth clients, managing wealth portfolios, and ensuring exceptional customer service.
What you’ll do
- Understand client financial needs and risk appetite
- Recommend suitable products across mutual funds, PMS, bonds, etc.
- Advise affluent clients on investments and portfolio management
- Analyze portfolios and suggest adjustments
- Build trust and confidence with clients
- Achieve financial goals and uphold brand value
- Deliver exceptional customer service and experience
- Update clients on research and asset allocation
What you’ll bring
- Bachelor's degree in Finance, Economics, or related field
- Proven experience as a Wealth Relationship Manager
- Strong knowledge of investment products and wealth management
- Excellent communication and interpersonal skills
- Ability to build and maintain long-term client relationships
- Strong analytical and problem‑solving abilities
Skills
Investment products expertiseFinancial planning strategiesWealth management practicesClient relationship buildingAnalytical and problem‑solving skillsAsset allocation guidance
Education
Bachelor's