Wealth Management Advisor

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:

• Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
• 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 our client's 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 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.