Wealth Manager
Teamone Parivaar
3 - 5 years
Pune City
Posted: 28/06/2026
Job Description
RELATIONSHIP MANAGER
Location: Pune
Employment Type: Full-Time, On-Site.
Company: Teamone Financial Services Pvt. Ltd.
About Teamone Financial Services
Teamone Financial Services is a well-established financial advisory firm with over 28 years of expertise in Wealth Management, Mutual Funds, and Insurance solutions for HNI and UHNI.
Position Overview
We are seeking an experienced and dynamic Relationship Manager to manage and strengthen relationships with our valued clients. The ideal candidate will possess strong relationship-building skills, a customer-first mindset, and a solid understanding of financial products and services.
Key Responsibilities
- Manage and nurture relationships with HNI and retail clients.
- Conduct regular client meetings, portfolio reviews, and financial discussions.
- Understand client requirements and recommend suitable investment and insurance solutions.
- Manage an existing client portfolio with complete operational and backend support from the organization.
Note: No prospecting or lead generation is required. An existing client portfolio will be assigned.
Eligibility Criteria
- Minimum 3 years of experience in the financial services industry.
- Working knowledge of Mutual Funds, Insurance, and Wealth Management products.
- Excellent communication, presentation, and interpersonal skills.
- Strong client servicing and relationship management abilities.
What We Offer
- Attractive fixed salary with performance-based incentives.
- Pre-assigned client portfolio.
- Dedicated backend and operational support.
- Ongoing training, learning, and professional development opportunities.
- Positive, professional, and growth-oriented work environment.
- Long-term career growth with a reputed financial services organization.
Salary: 4.20 LPA 12.00 LPA (Based on experience and performance)
How to Apply
Interested candidates may send their updated resume to:
Email: rupesh@teamonefinserve.com
WhatsApp: 7499021868
Shortlisted candidates will be contacted for the interview process.
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