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10 Tata Capital Relationship Manager Wealth Management Jobs

Sr. Relationship Manager - Wealth

1-3 years

Jaipur

1 vacancy

Sr. Relationship Manager - Wealth

Tata Capital

posted 2d ago

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 B

  • or B
  • 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.

    JD Written by JD Approved by

  • Employment Type: Full Time, Permanent

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    What Relationship Manager Wealth Management at Tata Capital are saying

    Relationship Manager Wealth Management salary at Tata Capital

    reported by 17 employees with 1-13 years exp.
    Lock Unlock
    ₹6.2 L/yr - ₹11.6 L/yr
    20% more than the average Relationship Manager Wealth Management Salary in India
    View more details

    What Tata Capital employees are saying about work life

    based on 2.6k employees
    58%
    50%
    50%
    98%
    Flexible timing
    Monday to Saturday
    Within city
    Day Shift
    View more insights

    Tata Capital Benefits

    Submitted by Company
    Job Training
    Health Insurance
    Soft Skill Training
    Work From Home
    Submitted by Employees
    Health Insurance
    Job Training
    Soft Skill Training
    Work From Home
    Cafeteria
    Free Transport +6 more
    View more benefits

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    Tata Capital Mumbai Office Location

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    Mumbai, Maharashtra Office
    Headquarter
    Ganpatrao Kadam Marg, Mumbai, Maharashtra 400013, IN Mumbai, Maharashtra
    400013

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