About the Role

We are looking for a Relationship Manager to acquire and manage clients across Sangli and the surrounding region. The role is field-focused and client-driven: you will meet clients, understand their needs, recommend suitable products and close the business. It is ideal for someone currently working as a Relationship Manager, Personal Banker or Wealth RM in a private bank who wants to build a long-term client base of their own.

Key Responsibilities

- Acquire new clients through field visits, referrals and your own network in and around Sangli

- Meet prospective clients, understand their financial needs and present suitable products from the firm's range of mutual funds, bonds, insurance and fixed deposits

- Take client conversations through to closure, from the first meeting to the completed investment

- Grow business from existing clients through regular reviews and cross-selling across product categories

- Build and deepen long-term relationships with a portfolio of clients, including HNI clients

- Ensure account opening, KYC and transaction documentation is accurate and complete, with support from the back office

- Share portfolio statements and transaction updates with clients, and coordinate with AMCs, insurers and issuers on client requests

- Maintain client records with accuracy and confidentiality

- Work within the applicable SEBI, AMFI and IRDAI norms at all times

Candidate Requirements

- 2 to 4 years of client-facing experience, preferably as a Relationship Manager,



Personal Banker or Wealth RM in a private bank (such as HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank or IndusInd Bank); candidates from mutual fund or insurance distribution may also apply

- Hands-on experience advising clients on investment and insurance products such as mutual funds, insurance and fixed deposits
- A track record of converting leads into business and building a loyal client base
- An existing client network in Sangli, Miraj and Kupwad is a robust advantage

- Graduate in any discipline; a commerce, finance or MBA background is an advantage

- Confident client-facing communication in Marathi, Hindi and English

- Willing to travel locally for client meetings; own two-wheeler preferred

- Comfortable with MS Excel, email and basic reporting

- NISM Series V-A and IRDAI (IC-38) certification preferred; candidates willing to complete them after joining may also apply

What We Offer

- The opportunity to build your own client base, with the backing of an established local firm

- Fixed salary plus performance-linked incentives

- Direct working relationship with the Founder, and a short path from effort to recognition
- A full product range across mutual funds, bonds, insurance and fixed deposits
- A professional, compliance-first work environment

- Office hours: 9:30 a.m. to 6:30 p.m., Monday to Saturday

Location: Flat No. 103, Shivchaya Apartment, Nishant Colony, near Market Yard, Sangli-Miraj-Kupwad, Sangli 416416, Maharashtra To apply: Apply here on Naukri or send your CV to [email protected]

📌 Relationship Manager (Sangli)
🏢 S R Investments
📍 Sangli