Website:
dhanashreewealth.com
Job details:
Relationship Manager – Sales
About Dhanashree Wealth Pvt. Ltd.
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.
The ideal candidate should have strong communication and interpersonal skills, an interest in financial markets and a genuine ability to build meaningful, long-term relationships with clients.
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
• Professional Presence & Business Etiquette
• Target-oriented, self-motivated and proactive
• Deep knowledge of Mutual Funds and financial markets
• Interest in finance, business development and relationship management
• Executive Presence
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
• Organizational Vision & Alignment
Job Details
Employment Type: Full-time
Location: Pune, Maharashtra, India | On-site
How to Apply
Interested candidates can share their updated resume at:
- anil@dhanashreeinvestment.com
Click on Apply to know more.