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Sr. Relationship Manager - Wealth - Sales Tata Capital

5.0 - 9.0 years

0 Lacs

hyderabad, telangana

On-site

Role Overview: You will be responsible for addressing HNI clients for their investment requirements by offering an exclusive product bouquet and providing superior service delivery. Your main goal will be to assist clients in achieving their short-term and long-term investment goals through proper profiling and offering of Debt products, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products. Additionally, you will be tasked with acquiring and managing a group of HNI (High Net Worth Exclusive) Clients and deepening relationships through cross-selling to mapped broking clients. Key Responsibilities: - Profile customers and provide financial products to meet ...

Posted 1 month ago

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