Sr. Relationship Manager - Wealth - Sales - Pune - Baner - MM
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage a portfolio of High Net Worth Individual (HNI) clients, addressing their investment requirements across debt, structured products, equities, mutual funds, real estate funds, and other investment vehicles.
Drive client profitability by deepening relationships through cross-selling and increasing share of wallet, ensuring high income generation per customer.
Collaborate internally and participate in marketing and business development activities, including executing micro-events and expanding client base via referrals and networking.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD.
Experience handling HNI or wealth management clients with knowledge of various investment products including debt, equities, mutual funds, and real estate products is implied but not explicitly stated as mandatory.
No specific educational qualification or certifications explicitly mentioned.
Location requirement: Pune - Baner (implied from job title).
Ideal Candidate Profile
Demonstrated ability to acquire and maintain HNI client relationships with focus on portfolio profitability and growing wallet share.
Proficient in cross-selling financial products aligned to client needs in a B2C or B2B context with emphasis on wealth solutions.
Experience working collaboratively with internal teams such as research, investment, and compliance to deliver compliant and customized investment solutions.