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...