Wealth management advisor

Hireginie · Pune division, India

Job Title: Associate Relationship Manager

Location: Pune

Experience: 3-6 years

Educational Qualification: Any Graduate / Post Graduate

About the role: As an Associate Relationship Manager (ARM), 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:

Process, Documentation & Compliance: Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM. Learn and adhere to our client’s protocols on ethical conduct and confidentiality. Adhere to the process set internally by our client 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.

Requirements: 3-6 years 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 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.