Relationship Manager- Wealth Management

Vitasta Consulting Pvt Ltd
Contract Pune, Maharashtra Business Operations Specialists
Posted:
June 08, 2026
Location:
Pune, Maharashtra, India

Job Description

<h3 data-end="424" data-section-id="1mkrhiq" data-start="386"><strong data-end="422" data-start="390">RESPONSIBILITIES & TASKS:</strong></h3> <ul data-end="1206" data-start="516"> <li data-end="609" data-section-id="1sgahle" data-start="516">Understand in detail clients investment needs & create a long term Asset Allocation plan.</li> <li data-end="717" data-section-id="1a43vl6" data-start="611">Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.</li> <li data-end="858" data-section-id="d7hmjh" data-start="719">Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.</li> <li data-end="981" data-section-id="...

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Job Overview

Job Type: Contract
Location: Pune, India
Posted: June 08, 2026
Deadline: July 18, 2026