Sr Relationship Manager - Wealth - Sales - Kolhapur - Desai House - MM
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand and generalist HNI sales role create moderate applicant competition despite non-metro location.
Wealth RM requires finance-specific HNI and product expertise, limiting cross-industry transferability.
No explicit years but HNI client experience and product knowledge imply moderate candidate filtering.
Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage a portfolio of High Net Worth Individual (HNI) clients, addressing their investment needs with products like Debt, Equities, Mutual Funds, and Fund-based Real Estate.
Drive revenue growth by deepening client relationships through cross-selling and capturing a larger share of wallet to ensure portfolio profitability.
Support marketing and business development initiatives including executing micro-events and collaborating with internal teams for compliant investment product delivery.
Minimum Requirements
Experience Required: Not explicitly mentioned in the JD.
Mandatory domain expertise in wealth management and relationship management with HNI clientele.
Knowledge of various financial products including Debt, Equities, Mutual Funds, and Real Estate investment products.
Not explicitly mentioned: Notice period, mandatory degree, or strict location requirements beyond Kolhapur implied by role title.
Ideal Candidate Profile
Demonstrated ability to acquire and retain HNI clients with a focus on profitability per customer.
Experience in B2C or B2B client acquisition and capability to contribute to business growth through referrals and networking.
Comfortable working collaboratively with research, investment, and compliance teams to deliver tailored and compliant financial solutions.