🚨 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: riya01@bharathr.com