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964 Tata Capital Jobs
Relationship Manager - Wealth
Tata Capital
posted 1mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- 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.
- 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.
- 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.
Employment Type: Full Time, Permanent
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