Website:
wisdomfin.in
Job details:
About the Company
Wisdom Financial Services Private Limited is a trusted financial consulting and investment solutions provider, offering services in financial planning, wealth management, retirement planning, and customized investment solutions. We are committed to helping clients achieve long-term financial security through transparent and professional advisory services.
Position Details
Position: Relationship Manager - Sales
Employment Type: Full-Time
Location: Ahmedabad
Experience: 1 - 3 Years (Freshers with relevant qualifications may apply)
Compensation: As per industry standards (Fixed + Variable incentives)
Role Overview
As a Relationship Manager - Sales at Wisdom Financial Services, you will be responsible for building and managing long-term client relationships, understanding their financial goals, and delivering tailored investment solutions. This is a client-facing, target-driven role for individuals passionate about financial markets and professional growth.
Key Responsibilities
• Manage and grow an assigned client portfolio across mutual funds, insurance, and other investment products
• Conduct financial needs-analysis meetings with prospects and existing clients to understand goals and risk appetite
• Provide customized investment recommendations and conduct regular portfolio reviews
• Drive new client acquisition through referrals, networking, and proactive outreach
• Deliver timely market updates, product insights, and portfolio performance reports to clients
• Ensure full compliance with regulatory guidelines and internal operational processes
• Maintain accurate and up-to-date client records and documentation
• Collaborate with internal teams on product, marketing, and business development initiatives
Required Skills & Competencies
• Strong sales orientation with a proven ability to acquire and retain clients
• Excellent communication, presentation, and interpersonal skills
• Sound knowledge of financial products – mutual funds, insurance, bonds, and equity markets
• Ability to analyze client financial needs and recommend suitable solutions
• Self-motivated with high energy and a target-driven mindset
• Professional demeanor and ability to build trust with high-net-worth clients
• Proficiency in Microsoft Office and familiarity with CRM tools
Eligibility Criteria
• Graduate or Postgraduate in Commerce, Finance, Management, or related fields
• NISM / AMFI / IRDAI certifications preferred, or willingness to obtain them
• Prior experience in financial advisory, banking, or sales is an advantage
• Candidates from marketing or business development backgrounds will be given preference
What We Offer
• Competitive fixed compensation with performance-linked incentives
• Structured onboarding, training, and continuous professional development
• Exposure to a diverse client base and hands-on wealth management experience
• A collaborative and growth-oriented work environment
• Clear career progression path within the organization
How to Apply
Interested candidates may send their CV and a brief cover note to:
Email: raj@wisdomfin.in
Phone: +91 9979036504
Website: www.wisdomfin.in
Click on Apply to know more.