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865 Tata Capital Jobs
Relationship Manager - Wealth
Tata Capital
posted 1mon ago
Job Role Insights
Flexible timing
Key skills for the job
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.
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
Flexible timing
Monday to Saturday
Within city
Day Shift
Tata Capital Benefits
Submitted by Company
Job Training Health Insurance Soft Skill Training Work From Home
Submitted by Employees
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Tata Capital Mumbai Office Location
Mumbai, Maharashtra Office
Headquarter
Ganpatrao Kadam Marg, Mumbai, Maharashtra 400013, IN
Mumbai, Maharashtra
400013
400013
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