Relationship Manager (UHNI)

Job Description

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.

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Job Title: Relationship Manager (UHNI)

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Location: Pune

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Experience: 1–3 years in financial services, investment advisory, or client-facing roles

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Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance/Mtech

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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.

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Responsibilities:

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Client Engagement:

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• Build and deepen relationships with new clients and onboard them onto the wealth management book.
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• Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
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• Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
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• Prepare client briefs, review notes for ongoing reviews and meetings.
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• Ensure timely communication and updates to clients on key portfolio actions or changes.
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• Get leads and references from clients and increase wallet share with them.
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• Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
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• Develop familiarity with advisory tools, risk assessment frameworks, and planning models.
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Process, Documentation & Compliance:

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• Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.
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• Learn and adhere to protocols on ethical conduct and confidentiality.
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• Adhere to the process set internally by the company to comply with SEBI guidelines and regulatory framework.
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Learning and Growth Pathway:

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• Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities.
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• Set and track learning milestones in investment advisory, client engagement, and portfolio management.
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• Work towards readiness to graduate into a Wealth Manager role over time.
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Requirement:

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• 1–3 years of experience in financial services, banking, or a client-focused role (internships included).
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• Mandatory Requirement: The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB exams within 6 months of joining the company.
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• Strong communication and interpersonal skills with a willingness to learn and grow.
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• High attention to detail, client empathy, and process discipline.
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• Analytical and process oriented and have the ability to prioritise deliverables.
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• Passionate about personal finance and building a long-term career in wealth management.
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• Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.
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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.