Relationship Manager

Dhanashree Wealth Pvt Ltd.; Maharashtra; On-site; INR 350,000 - 520,000; Full time

Job summary

Dhanashree Wealth Pvt. Ltd. is seeking a dynamic Relationship Manager – Sales to build and nurture client relationships and drive business growth.

Based in Pune, Maharashtra, the role focuses on introducing investment products, meeting client needs, and managing the sales pipeline to hit targets. A background in finance and strong communication are essential for success in this client-facing position. Candidates with 1–5 years in financial services sales or fresh graduates with robust

Qualifications

• Graduate in Commerce, Finance, Business Administration or related field.
• 1–5 years of experience in financial services sales preferred.
• Freshers with strong communication and interpersonal skills may apply.
• NISM Series V-A or V-D certification is preferred.
• Strong communication, presentation and negotiation skills.
• Awareness of Global Economics & Current Affairs.
• Creative & Solution-Oriented Thinking.
• Target-oriented, self-motivated and proactive.
• Deep knowledge of Mutual Funds and financial markets.
• Interest in finance, business development and relationship management.

Responsibilities

• Build and maintain long-term relationships with existing and prospective clients.
• Introduce and communicate relevant investment products and solutions.
• Conduct client meetings and understand client requirements.
• Follow up with prospects and manage the sales pipeline.
• Identify and acquire new clients through networking, referrals and outreach.
• Work towards assigned business development and sales targets.
• Maintain accurate client and prospect records in the CRM.
• Coordinate with the operations team for smooth client onboarding.
• Ensure required documentation and processes are completed appropriately.

Skills

Communication

Presentation skills

Negotiation skills

Interpersonal skills

Mutual funds knowledge

Target-oriented

Self-motivated

Proactive

Financial markets knowledge

Education

Graduate in Commerce/Finance/Business

Job description

Dhanashree Wealth Pvt. Ltd. is a growing Mutual Fund Distributor firm committed to helping individuals and families work towards their financial goals. The company offers a range of investment solutions including Mutual Funds, Equities, Insurance and other financial products.

With a client-centric approach, ethical practices and a focus on long-term relationships, Dhanashree Wealth aims to build trust, transparency and informed decision-making with its investors.

About the Role

We are looking for a dynamic and target-oriented Relationship Manager – Sales to develop new client relationships, nurture existing relationships and contribute to business growth.

Key Responsibilities

• Build and maintain long-term relationships with existing and prospective clients
• Introduce and communicate relevant investment products and solutions
• Conduct client meetings and understand client requirements
• Follow up with prospects and manage the sales pipeline
• Identify and acquire new clients through networking, references, referrals and outreach
• Work towards assigned business development and sales targets
• Maintain accurate client and prospect records in the CRM
• Coordinate with the operations team for smooth client onboarding
• Ensure required documentation and processes are completed appropriately

Requirements

• Graduate in Commerce, Finance, Business Administration or a related field
• 1–5 years of experience in financial services sales preferred
• Freshers with strong communication and interpersonal skills may also apply
• NISM Series V-A or V-D certification is preferred
• Strong communication, presentation and negotiation skills
• Awareness of Global Economics & Current Affairs
• Creative & Solution-Oriented Thinking
• Target-oriented, self-motivated and proactive
• Deep knowledge of Mutual Funds and financial markets
• Interest in finance, business development and relationship management

What We Offer

• Fixed salary + performance-linked incentives
• Exposure to the wealth management and financial services industry
• Training and skill-development opportunities
• Professional growth opportunities >
• A professional and supportive work environment

Who Should Apply?

This opportunity is suited for individuals who:

• Enjoy meeting and interacting with people
• Have an interest in finance and financial markets
• Enjoy building professional relationships
• Are comfortable with business development and targets
• Are looking to build a long-term career in Finance sector

Employment Type

Full-time

Location

Pune, Maharashtra, India | On-site

How to Apply

Interested candidates can share their updated resume at: