Upload Button Icon Add office photos
filter salaries All Filters

834 Tata Capital Jobs

Sr. Relationship Manager - Leasing

4-12 years

New Delhi

1 vacancy

Sr. Relationship Manager - Leasing

Tata Capital

posted 8d 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

    Read full job description

    Prepare for Senior Relationship Manager roles with real interview advice

    People are getting interviews at Tata Capital through

    (based on 95 Tata Capital interviews)
    Job Portal
    Referral
    Walkin
    Company Website
    Campus Placement
    27%
    23%
    14%
    11%
    8%
    17% candidates got the interview through other sources.
    High Confidence
    ?
    High Confidence means the data is based on a large number of responses received from the candidates.

    What people at Tata Capital are saying

    1.8
     Rating based on 3 Senior Relationship Manager reviews

    Likes

    Work life balance is good

    Dislikes

    Technology is way behind

    Read 3 reviews

    Senior Relationship Manager salary at Tata Capital

    reported by 31 employees with 4-12 years exp.
    ₹8.5 L/yr - ₹30.5 L/yr
    232% more than the average Senior Relationship Manager Salary in India
    View more details

    What Tata Capital employees are saying about work life

    based on 2.4k employees
    58%
    50%
    51%
    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

    Compare Tata Capital with

    Bajaj Finance

    4.0
    Compare

    HDFC Bank

    3.9
    Compare

    ICICI Bank

    4.0
    Compare

    Reliance Capital

    3.7
    Compare

    Aditya Birla Capital

    3.9
    Compare

    Mahindra Finance

    4.1
    Compare

    L&T Finance

    4.0
    Compare

    Shriram Finance

    4.1
    Compare

    Edelweiss

    3.9
    Compare

    Sammaan Capital Limited

    3.8
    Compare

    IIFL Finance

    4.0
    Compare

    Muthoot Finance

    3.6
    Compare

    SMFG India Credit

    4.0
    Compare

    Home Credit Finance

    4.1
    Compare

    Piramal Capital Housing Finance

    4.2
    Compare

    Manappuram Finance

    3.9
    Compare

    Muthoot Fincorp

    4.5
    Compare

    TVS Credit

    4.4
    Compare

    Aavas Financiers

    3.9
    Compare

    Aditya Birla Finance

    3.9
    Compare

    Similar Jobs for you

    Relationship Manager Wealth Management at Tata Capital Ltd

    Kolkata

    12-15 Yrs

    ₹ 14-17 LPA

    Senior Relationship Manager at Tata Capital Ltd

    Mumbai

    3-5 Yrs

    ₹ 10-14 LPA

    Cluster Head at Tata Capital Ltd

    Kolkata, Mumbai + 5

    10-15 Yrs

    ₹ 17-19 LPA

    Relationship Manager Wealth Management at Tata Capital

    Hyderabad / Secunderabad, Bangalore Rural + 1

    5-10 Yrs

    ₹ 9.5-17 LPA

    Senior Relationship Manager at Nidhi Castings & Alloys

    Kolkata

    6-8 Yrs

    ₹ 9-14 LPA

    Senior Relationship Manager at Tata Capital Ltd

    Vijayawada

    3-5 Yrs

    ₹ 14-18 LPA

    Preferred Relationship Manager at Anand Rathi Insurance Brokers (ARIBL)

    New Delhi, Delhi/Ncr

    5-10 Yrs

    ₹ 12-20 LPA

    Preferred Relationship Manager at Anand Rathi Insurance Brokers (ARIBL)

    Kolkata

    5-10 Yrs

    ₹ 8-18 LPA

    Preferred Relationship Manager at Anand Rathi Insurance Brokers (ARIBL)

    Mumbai

    5-10 Yrs

    ₹ 8-18 LPA

    Preferred Relationship Manager at Anand Rathi Shares and Stockbrokers (ARSSL)

    Bangalore / Bengaluru

    5-10 Yrs

    ₹ 8-18 LPA

    Sr. Relationship Manager - Leasing

    4-12 Yrs

    New Delhi

    11d ago·via naukri.com

    Relationship Manager - CF Sales

    4-8 Yrs

    Mumbai, Nagpur, Thane +3 more

    16hr ago·via naukri.com

    Associate - Retail - Branch Operations

    2-5 Yrs

    Solapur

    16hr ago·via naukri.com

    Associate - Retail - Branch Operations

    2-5 Yrs

    Bhavnagar

    16hr ago·via naukri.com

    Customer Service Executive - Personal Loans - Top Market

    0-3 Yrs

    Kolkata, Mumbai, New Delhi +4 more

    16hr ago·via naukri.com

    Customer Service - Sales - Housing - EM - Sales

    1-5 Yrs

    Madurai, Tiruppur, Salem +3 more

    16hr ago·via naukri.com

    Sales Manager - Business Loans - Channel - Puducherry

    2-6 Yrs

    Madurai, Tiruppur, Salem +3 more

    16hr ago·via naukri.com

    Trainer - Call Center

    2-5 Yrs

    Kolkata, Mumbai, New Delhi +4 more

    16hr ago·via naukri.com

    Customer Service Executive - Business Loans - Direct

    1-2 Yrs

    Jamnagar, Ahmedabad, Rajkot +2 more

    16hr ago·via naukri.com

    Customer Service Executive - Personal Loans - Emerging Markets

    1-4 Yrs

    Bhopal, Gwalior, Indore +2 more

    16hr ago·via naukri.com
    write
    Share an Interview