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942 Tata Capital Jobs

Relationship Manager - Wealth

5-14 years

Kolkata

1 vacancy

Relationship Manager - Wealth

Tata Capital

posted 1mon ago

Job Description

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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.

Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.

Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
Profiling Customers and provide 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 larger share of Wallet
Ensure profitability of the portfolio: Generate high Income per Customer
Acquire new customers who meet product criteria through cross-refer

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified


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
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