Bharat HR
Website:
bharathr.com
Job details:
🚨 URGENT HIRING | Relationship Manager – Investment & Client Advisory 🚨
We are hiring Relationship Managers with experience in client handling and investment advisory for Pune & Mumbai locations. This is a full-time role focused on HNI client management, investment advisory, and business development.
🔹 Role: Relationship Manager – Investments
📍 Location: Pune & Mumbai
💰 CTC: ₹3–6 LPA (Fixed, based on experience & performance)
🔹 Role Snapshot
Manage and grow relationships with high-net-worth clients by providing personalized investment advice, driving new business, and ensuring long-term client engagement.
🔹 Key Responsibilities
• Build and maintain strong relationships with HNI clients
• Understand clients’ financial goals, risk appetite & investment preferences
• Provide personalized investment advice and asset allocation strategies
• Acquire new clients through networking, referrals & prospecting
• Conduct regular portfolio reviews and performance discussions
• Collaborate with internal teams for seamless onboarding & servicing
• Prepare and present investment proposals, reports & client presentations
• Stay updated on market trends, investment products & economic indicators
• Ensure compliance with regulatory and documentation requirements
• Support client education on investment products and financial planning
• Achieve assigned business targets and contribute to revenue growth
🔹 Eligibility
✔ Minimum 2+ years experience in Relationship Management / Sales / Investment Advisory
✔ Strong client-handling & communication skills
✔ Knowledge of financial products & market trends
✔ Target-driven and relationship-focused mindset
⭐ Why This Opportunity?
✔ Stable full-time role with fixed CTC
✔ Exposure to HNI clients & investment advisory
✔ Growth-oriented relationship management profile
✔ Career progression in wealth & investment management
📩 Apply Now
📲 WhatsApp: +91 7558344462
📧 Email: riya01@bharathr.com
Click on Apply to know more.