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Sr Relationship Manager - Wealth - Sales - Kolhapur - Desai House - MM

Date Posted: Sep 24, 2026
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Job Detail

  • location_on
    Location Kolhapur, Maharashtra, India
  • desktop_windows
    Job Type: Full Time/Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Nov 14, 2026
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Job Description

Client Acquisition and Relationship Management:

  • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
  • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
  • Profiling Customers and providing financial products to meet customer needs.
  • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
  • To Enhance & Retain customer profitability by capturing a larger share of Wallet.
  • Ensure profitability of the portfolio: Generate high Income per Customer.
  • Acquire new customers who meet product criteria through cross-referral.
  • Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

  • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
  • This role is to acquire B2C or B2B clientele & build a portfolio thereon.
  • Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
  • Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

  • Ensure profitability of the portfolio: Generate high Income per Customer.
  • Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

 

 

 

Source: Tata Capital careers — Read the original posting and apply

This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.

Company Overview

Tata Capital
Tata Capital · Mumbai, Maharashtra, India
800 open roles

Tata Capital is an employer in the Banking/Financial Services/Broking sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page and Kaam Ki... Read More

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