Advisor

Job Summary

The Manager – Advisory will be responsible for providing personalized investment and wealth advisory solutions to HNI clients. The role will involve understanding client goals and risk profiles, analysing portfolios, recommending suitable investment strategies, monitoring portfolio performance, and supporting business growth through strong client relationships and new business opportunities.

Company Overview

Tata Capital is a leading financial services institution from the trusted Tata Group, offering a wide spectrum of lending, wealth management, and financial advisory solutions. It is known for responsible lending, digital-forward experiences, and customer-first ethics. Employees benefit from an empowering, values-driven culture, strong leadership, and diverse opportunities across retail, commercial, corporate, and digital finance. Tata Capital is a compelling workplace for professionals seeking long-term stability, credibility, and growth within one of India’s most respected business groups.

Position Details

Employment type:- Full Time, On-site

Budget type:- Fixed, Annual

Joining bonus:- No

Team handling:- No

Interview mode:- Mixed

Min. experience accepted

5 yrs

Max. experience accepted

~10 yrs (8 + 20%)

Notice period accepted

Immediate – 25 days

₹Max acceptable hike

35% (unless offer in hand)

Education

Graduate

Skills

Must-have skills need evidence in the CV — projects and responsibilities, not just keywords.

● Must-Have — needs evidence

Experience – 5-7 years of Experience in Wealth management, Investment advisory, HNI /UHNI handling, Portfolio management.

● Good-to-Have

Exp in PMS, Portfolio modelling and Certification.

Key Responsibilities

• Manage HNI client relationships by understanding their financial goals, risk profile and investment needs. Provide suitable investment advice, prepare portfolio models, conduct portfolio performance reviews and recommend rebalancing strategies. Track market and product trends, support portfolio reporting and business analytics, identify new business opportunities, cross-sell wealth products, grow AUM and revenue, and ensure high-quality client service while following compliance and risk guidelines.

Competencies

• Portfolio Performance Analysis
• Portfolio Modelling & Asset Allocation
• Financial & Business Analytics
• Investment Product Analysis

If interested, please share your updated resume to ganesh.natarajan@globaltalent-coin.co.in or call on 9322318126

Pay: ₹700,000.00 - ₹1,300,000.00 per year

Work Location: In person