Senior Relationship Manager

Teamone Financial Services Pvt. Ltd.

Role: Senior 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.

Roles & Responsibilities:

Independently manage and expand a portfolio of HNI clients.

Conduct regular client reviews and provide in-depth wealth management advice.

Convert qualified leads provided by the company into long-term relationships (no cold calling).

Recommend and structure mutual funds and investment solutions based on client goals.

Mentor junior RMs and support them in client handling.

Deliver an exceptional client experience while consistently exceeding business targets.

What We're Looking For:

Strong communication, negotiation, and relationship-building skills.

Sound knowledge of financial products with prior experience in wealth/investment advisory.

Self-driven, professional, and target-oriented approach.

Ability to handle high-value client relationships independently.

What We Offer:

Competitive fixed salary + attractive incentives.

High-quality leads provided by the company.

Leadership growth path and long-term career opportunities.

Fast-paced growth.

Apply Now:

[email protected]

7499021868