Company Description Sharma Consultants is a leading Mutual Fund Distribution & Insurance Advisory firm based in Thane, Maharashtra, India, serving clients across India and abroad. Founded in 2018, the firm focuses on holistic financial planning for individuals and families, including HNIs, UHNIs, doctors, C-suite executives, and government professionals. With experience advising more than 2000+ clients, Sharma Consultants helps people create sustainable wealth and reach their life goals through comprehensive financial strategies.

The firm’s mission is to empower 100,000 millennials to achieve financial freedom by age 45 through goal-based planning, disciplined investing, and behavioral coaching. Sharma Consultants emphasizes that true financial freedom is about peace of mind, purpose, and living life on one’s own terms.

Role Description The Relationship Manager – Wealth Management is a full-time on-site role based in Thane. In this role, the individual will manage and grow a portfolio of clients, understand their financial goals, and recommend suitable financial planning and investment solutions. Daily responsibilities include meeting clients, conducting financial needs analysis, preparing and presenting proposals, and ensuring regular reviews of client portfolios. The Relationship Manager will also coordinate with internal teams to execute transactions,



maintain accurate client records, and ensure a superior service experience. The role involves proactive outreach to prospects, relationship building, and adherence to regulatory and compliance standards.

Qualifications

- Candidates should possess solid client relationship management, interpersonal communication, and consulting skills.
- Candidates should possess skills in financial planning, wealth management, and investment advisory for individual and family portfolios.
- Candidates should possess abilities in prospecting, business development, and maintaining long-term client engagement.
- Candidates should possess strong analytical, problem-solving, and presentation skills to interpret data and explain solutions clearly.
- Candidates should possess proficiency with MS Office tools and CRM or wealth management platforms.
- Relevant bachelor’s / Masters degree in finance, commerce, business, or a related field; professional certifications (such as CFP or NISM) are an advantage.
- Prior experience in financial services, banking, or wealth advisory is preferred, along with knowledge of regulatory and compliance norms.
- Ability to work in an on-site, client-facing environment in Thane, with a disciplined, goal-oriented, and ethical approach to advisory.

📌 Relationship Manager – Wealth Management (Thane)
🏢 SharmaConsultants_Thane
📍 Thane