Location
Pune, Maharashtra, India
Posted
July 17, 2026
Job Description
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 ...