Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

SAGAR KOTHAVADE

Kalyan

Summary

CFA aspirant and seasoned Wealth Relationship Manager with a proven track record in managing and growing high-net-worth client portfolios. Skilled in building enduring client relationships, delivering strategic financial advice, and crafting personalized wealth management solutions. Recognized for driving client satisfaction through exceptional service, maintaining 100% compliance with regulatory standards while managing diverse investment portfolios. Looking to pivot into broader finance roles that leverage expertise in PMS, AIF, mutual funds, and strategic portfolio management.”

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Wealth Relationship Manager

IDFC FIRST BANK
THANE
07.2024 - Current
  • Cultivated relationships with high-net-worth clients to understand their financial goals.
  • Leverage Salesforce CRM for tracking, nurturing, and converting high-value leads & Utilize Tableau for data-driven portfolio insights and decision-making.
  • Provided tailored investment advice based on client risk profiles and market trends.
  • Closed the first AIF deal in the team for Q2, contributing to the bank’s alternative investment growth strategy.

IMPERIA Wealth Relationship Manager

HDFC BANK
MUMBAI
10.2022 - 06.2024
  • Managed a portfolio of over 650 high-net-worth individual clients, achieving consistent year-over-year portfolio growth.
  • Managed client relationships to ensure satisfaction and retention.
  • Leveraged Tableau for client segmentation and revenue performance tracking.
  • Sourced ₹35 crore (4.5 million $) in mutual funds from a single client.
  • Generated ₹45 L in quarterly revenue in the first quarter of joining.
  • Cross-sold ₹25 L in insurance to a single client.
  • Awarded for quarter 4 performance (Goa, 2023).

Wealth Manager

Anviksha Wealth Management
  • Managed an asset under management, i.e. AUM ₹50 crore (6 million $) under the Independent Financial Advisor (IFA) channel.
  • Worked in partnership with Prudent Corporate Advisory Services Ltd. To provide clients with a comprehensive suite of investment products.
  • Dealt in mutual funds (MF), portfolio management services (PMS), alternative investment funds (AIF), and insurance products for diverse client requirements.
  • Prepared and filed income tax returns for clients using Winman software, ensuring accuracy and compliance with tax regulations.
  • Maintained 100% compliance with SEBI and IRDA regulations.
  • Worked as an Equity Dealer for 2 years, executing equity and derivatives trades on behalf of clients with accuracy and timeliness.
  • Maintained CRM systems for client records, trade history, and follow-ups, ensuring seamless communication and service delivery.

Education

Bachelors of Financial Markets -

S.K. Somaiya College
Mumbai
01-2020

Skills

  • Portfolio management
  • Client relationship management
  • Salesforce expertise
  • Financial analysis
  • Tax compliance
  • Revenue generation

Accomplishments

  • 1st Rank – Inter College Stock Market Competition
  • 1st Rank – Inter College Investor Forum
  • Awarded for extraordinary performance – HDFC Bank (Goa, 2023)

Certification

  • NISM V-A Mutual Fund Distribution (Valid)
  • NISM VIII Equity Derivatives (Valid)
  • IRDA – Life Insurance (Valid)

Languages

English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2

Timeline

Wealth Relationship Manager

IDFC FIRST BANK
07.2024 - Current

IMPERIA Wealth Relationship Manager

HDFC BANK
10.2022 - 06.2024

Wealth Manager

Anviksha Wealth Management

Bachelors of Financial Markets -

S.K. Somaiya College

Similar Profiles

CREATE PROFILE
SAGAR KOTHAVADE