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Homeโ€บCompaniesโ€บSharekhanโ€บRelationship Manager Wealth Management
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Relationship Manager Wealth Management

๐Ÿ“LOCATIONThane
๐Ÿ“ˆEXPERIENCE2 to 6 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED23 Jul 2026

01Overview

Role & responsibilities Acquire new customers and achieve assigned revenue and asset targets. Generate leads and update them regularly in the Lead Management System. Promote financial products and services through sales activities. Drive client activation and crossselling of MF, PMS, and Insurance products. Build strong client relationships and generate referrals. Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines. Candidate with NISM 5A , NISM 8 and IRDA Certficate will be preffered At least 2 years exp in Selling financial products and services Interested candidate can share their CVs on mail ID neha.singh@sharekhan.com

02What you'll need

Experience
2 to 6 Yrs
Employment Type
Full time
Programming languages
saleslead generationfinancial productsclient relationship managementreferralsfinancial marketscrossselling

03About SHAREKHAN

BFSIIndustry
Full timeEmployment Type
ThaneLocation
Not Disclosed ยท salary hidden by employer
2 to 6 Yrs ยท Thane
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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