Job Title Relationship Executive Financial Services Location Karvenagar Pune Work From Office Employment Type Full-Time Industry Financial Services Wealth Management Experience 0-2 years in sales Domain Mutual Fund Sales Candidates from insurance backgrounds are also eligible Job Summary We are seeking a driven and client-oriented Relationship Executive to join our financial services team in Pune The role involves acquiring new clients nurturing long-term relationships and delivering comprehensive financial solutions This position is ideal for individuals passionate about financial advisory and sales particularly in Mutual Funds and related investment products Key Responsibilities 1 Client Relationship Management Service Proactively engage with existing clients to understand their financial objectives and conduct regular portfolio reviews Deliver timely accurate and insightful responses to client queries and service requirements Strengthen client relationships by identifying opportunities to enhance wallet share and promote suitable financial products 2 Business Development Sales Acquire new retail and HNI clients through networking referrals and structured business development initiatives Cross-sell and up-sell a variety of financial products to meet customer needs and boost revenue Consistently achieve assigned sales business development and revenue targets 3 Financial Advisory Compliance Conduct detailed financial needs assessments to recommend suitable investment and protection solutions Maintain robust product knowledge across Mutual Funds Insurance Bonds and other investment instruments Ensure accurate completion of documentation including KYC and compliance-related processes Qualifications Skills Education Graduate or Postgraduate in Finance Commerce Business Administration or a related discipline Certifications NISM or IRDAI certifications are an added advantage Experience 0-1 year in sales or financial advisory candidates with insurance sales backgrounds may also apply Sales Negotiation Strong persuasion capabilities with a target-driven mindset Client Orientation Excellent communication and interpersonal skills with a customer-centric approach Product Knowledge Basic understanding of financial markets and investment products Self-Motivated Proactive goal-oriented and eager to build a long-term career in financial services Job Type Full-time Pay 250 000 00 - 450 000 00 per year Education Master s Preferred Work Location In person