? Location: Pune
? Role: Relationship Manager – Sales
? Experience: 1–5 Years
? CTC: ₹4–7 LPA
? Employment Type: Full-time
We’re looking for a Relationship Manager – Retail to drive revenue, acquire current clients, and build long-term relationships while offering suitable investment solutions.
Key Responsibilities
- Achieve assigned revenue and business targets.
- Acquire new clients and build strong, long-term relationships.
- Drive Demat Accounts, Insurance, LAP, IP, Mutual Funds, and other financial products.
- Understand client requirements and recommend suitable financial solutions.
- Generate business through client acquisition, referrals, and relationship management.
- Maintain regular engagement with existing clients and identify cross-selling opportunities.
Eligibility




- Minimum 1 year of experience in sales of investment/financial products.
- Graduate/Post-Graduate.
- Good knowledge of financial markets and investment products.
- Strong communication, sales, and relationship management skills.
- Target-oriented and customer-focused approach.
? Interested candidates can WhatsApp their updated CV to +91 89833 11444.
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📌 Relationship Manager – Retail | Investment Products (Pune)
🏢 Mudrabiz- It Takes Money to Make Money
📍 Pune