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853 Tata Capital Jobs

Sr. Relationship Manager - Wealth

2-4 years

Hyderabad / Secunderabad

1 vacancy

Sr. Relationship Manager - Wealth

Tata Capital

posted 1mon ago

Job Description

Job Purpose
The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions.
The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service.
The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Main Accountabilities
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.

    Qualification : Postgraduate/ Graduate in any discipline


  • Employment Type: Full Time, Permanent

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    What people at Tata Capital are saying

    Relationship Manager Wealth Management salary at Tata Capital

    reported by 17 employees with 1-13 years exp.
    ₹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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