Job Description
URGENT HIRING | Relationship Manager – Wealth & Investment Sales
We are hiring Relationship Managers from a Sales & Marketing background for a leading financial services organization. This role is focused on client acquisition, financial product sales, and relationship management in the wealth and investment domain.
Location: Pune & Mumbai
Role: Relationship Manager – Investment Sales
CTC: 3–6 LPA (Fixed + Performance Incentives)
Experience: Minimum 2+ years (Mandatory – Sales/Marketing)
Role Overview
This is a target-driven sales role involving acquisition of new clients, relationship management, and promotion of investment and financial products including mutual funds, insurance, and wealth solutions.
Key Responsibilities
• Acquire new clients through cold calling, networking, referrals, and field sales activities
• Build and manage long-term relationships with HNI and retail clients
• Promote and sell investment & financial products (Mutual Funds, Insurance, Wealth Products, Trading Accounts, etc.)
• Understand client financial goals and recommend suitable investment solutions
• Achieve monthly and quarterly business targets and revenue goals
• Conduct client meetings and product presentations
• Ensure smooth onboarding, documentation, and account activation
• Maintain regular follow-ups to drive client engagement and retention
• Stay updated with market trends and investment opportunities
Eligibility Criteria (IMPORTANT)
Minimum 2+ years experience in Sales / Marketing roles
Candidates from Insurance, Broking Firms, Banks, NBFCs, Mutual Fund distributors, or Financial Sales preferred
Proven experience in client acquisition or financial product sales
Comfortable working in a target-driven environment
Strong communication and relationship-building skills
Preferred Background
Candidates currently or previously working with:
Insurance companies (HDFC Life, ICICI Prudential, SBI Life, etc.)
Broking firms (Angel One, Sharekhan, Motilal Oswal, IIFL, etc.)
Banks / NBFC Sales teams
Wealth advisory or investment sales organizations
Apply Now
WhatsApp: +91 7558344462
Email: [Confidential Information]
