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Relationship Manager & Sr Relationship Manager

Pune, Maharashtra

PES HR Services

Job Description

Qualification: An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial

planning/Wealth Management. Other qualifications like CFP will be an advantage.

Work Experience : Minimum 3-7 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.


-Relationship Managers with prior experience working in a Private bank/wealth management set up.

-Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.

-Experience of advising clients across asset classes.

-Strong analytical skills and ability to work in teams.

-Candidates having good vintage in their present as well as previous

companies (At least minimum tenure of 2-3 yrs of stability)

Job Description:


-The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent).

-Maintaining client relationships and generate AUM from preferred clients.

-Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

-Track the Affluent & Super Affluent Client segment in the market for new client acquisition.

-To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

-To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

-To conduct and assist in organizing seminars, workshops and other business development activities.

Company Description

We are a full service HR company creating value and cost savings for its clients. PES... HR is founded on the principles of trust and equity. We provide the complete end to end HR solutions to our clients through well defined systems, processes and strategic initiatives. Our team is a mix of dynamic & young, passionate & experienced Human Resources professionals committed to deliver solutions where others give up. We started in 2004 as Protech Executive Search and have now rechristened ourselves as PES HR to reflect the transition from a pure recruitment service provider to holistic HR Services Company.   Read full description

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Between three and five years
Compulsory Education
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