Job Description
Job Title: Associate Relationship Manager
Location: Pune
Experience: 3-6 years
Educational Qualification: Any Graduate / Post Graduate
About the role: As an Associate Relationship Manager (ARM), 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, and personalized service, all within a structured learning environment.
Responsibilities:
Client Engagement:
Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
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.
Ensur...
Location: Pune
Experience: 3-6 years
Educational Qualification: Any Graduate / Post Graduate
About the role: As an Associate Relationship Manager (ARM), 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, and personalized service, all within a structured learning environment.
Responsibilities:
Client Engagement:
Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
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.
Ensur...
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