Relationship Manager (UHNI)

About Our Client: Our client is a fast-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a strong focus on innovation, professionalism, and service excellence, the company offers a collaborative work environment that encourages ownership, learning, and career growth. Job Title: Relationship Manager (UHNI) Location: Pune Experience: 1–3 years in financial services, investment advisory, or client-facing roles Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance/Mtech About the role: As a Relationship Manager (RM), 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 new clients and onboard them onto the wealth management book. 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. Ensure timely communication and updates to clients on key portfolio actions or changes. Get leads and references from clients and increase wallet share with them. Collaborate with internal teams (investment, operations, compliance) to fulfill client needs. Develop familiarity with advisory tools, risk assessment frameworks, and planning models. Process, Documentation & Compliance: Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM. Learn and adhere to protocols on ethical conduct and confidentiality. Adhere to the process set internally by the company to comply with SEBI guidelines and regulatory framework. Learning and Growth Pathway: Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities. Set and track learning milestones in investment advisory, client engagement, and portfolio management. Work towards readiness to graduate into a Wealth Manager role over time. Requirement: 1–3 years of experience in financial services, banking, or a client-focused role (internships included). Mandatory Requirement: The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB exams within 6 months of joining the company. Strong communication and interpersonal skills with a willingness to learn and grow. High attention to detail, client empathy, and process discipline. Analytical and process oriented and have the ability to prioritise deliverables. Passionate about personal finance and building a long-term career in wealth management. Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets. About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.