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 solid 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:

- [email protected]

📌 Relationship Manager (Pune)
🏢 Dhanashree Wealth
📍 Pune