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6.0 - 9.0 years
15 - 20 Lacs
Bengaluru
Work from Office
We are looking for a skilled professional with 6 to 9 years of experience to lead our wealth management team in Bengaluru. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (P&L) of the region and building market share. Establishing Tata Capital Wealth Management as a brand for the regions. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Developing and implementing marketing plans to acquire new corporate ...
Posted 2 months ago
11.0 - 13.0 years
22 - 27 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced professional with 11 to 13 years of experience to lead our wealth management team in Bengaluru. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Develop and implement cost-effective distribution models to drive business growth. Meet monthly, quarterly, and annual sales targets for the region. Coordinate and ensure timely collection of daily, weekly, and monthly targets. Appraise and review the performance of TCFSLs teams in the region. Build and maintain client relationships, both internal and external. Ensure customer satisfaction a...
Posted 2 months ago
2.0 - 7.0 years
5 - 9 Lacs
Kolkata
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturin...
Posted 2 months ago
2.0 - 7.0 years
6 - 10 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing...
Posted 2 months ago
2.0 - 7.0 years
7 - 11 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share...
Posted 2 months ago
2.0 - 7.0 years
6 - 10 Lacs
Kolkata
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2-7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a...
Posted 2 months ago
11.0 - 16.0 years
5 - 9 Lacs
Ranchi
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. En...
Posted 2 months ago
6.0 - 11.0 years
14 - 18 Lacs
Mumbai
Work from Office
We are looking for a skilled professional with 6 to 11 years of experience to lead our wealth management team in Mumbai. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (P&L) of the region and building market share. Establishing and owning the Tata Capital Wealth Management brand for the regions. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Developing and implementing marketing plans to acquire new co...
Posted 2 months ago
11.0 - 16.0 years
7 - 11 Lacs
Bengaluru
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management and portfolio performance analysis. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and provide services according to customer needs. Enhanc...
Posted 2 months ago
2.0 - 7.0 years
4 - 8 Lacs
Pune
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a...
Posted 2 months ago
2.0 - 7.0 years
2 - 6 Lacs
Hyderabad
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2-7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing...
Posted 2 months ago
11.0 - 16.0 years
4 - 8 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Nagpur. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the ...
Posted 2 months ago
6.0 - 11.0 years
7 - 11 Lacs
Jaipur
Work from Office
We are looking for a skilled professional with 6 to 11 years of experience to join our team as a Sr. Relationship Manager - Wealth in Jaipur. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per cu...
Posted 2 months ago
10.0 - 12.0 years
14 - 18 Lacs
Mumbai
Work from Office
We are looking for a skilled professional with 10 to 12 years of experience to lead our wealth management team in Pune. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (PL) of the region and building market share. Owning and establishing the Tata Capital Wealth Management brand for the regions. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Developing and implementing marketing plans to acquire new corp...
Posted 2 months ago
2.0 - 7.0 years
3 - 7 Lacs
Kolkata
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturin...
Posted 2 months ago
2.0 - 7.0 years
4 - 8 Lacs
Pune
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a...
Posted 2 months ago
2.0 - 7.0 years
5 - 9 Lacs
Ranchi
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure ...
Posted 2 months ago
2.0 - 7.0 years
6 - 10 Lacs
Surat
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Surat. The ideal candidate will have 2-7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure port...
Posted 2 months ago
11.0 - 16.0 years
5 - 10 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients....
Posted 2 months ago
11.0 - 16.0 years
3 - 7 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and provide services according to cus...
Posted 2 months ago
6.0 - 10.0 years
6 - 10 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 6-10 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure...
Posted 2 months ago
10.0 - 20.0 years
14 - 18 Lacs
Ahmedabad
Work from Office
We are looking for a skilled professional with 10 to 25 years of experience to lead our wealth management team in Ahmedabad. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (P&L) of the region and building market share. Owning and establishing the Tata Capital Wealth Management brand for the regions. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Assisting in developing and implementing marketing plans ...
Posted 2 months ago
6.0 - 11.0 years
13 - 17 Lacs
Mumbai
Work from Office
We are looking for a skilled professional with 6 to 11 years of experience to lead our wealth management team in Delhi. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (P&L) of the region and building market share. Establishing Tata Capital Wealth Management as a brand for the region. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Developing and implementing marketing plans to acquire new corporate cust...
Posted 2 months ago
2.0 - 5.0 years
1 - 4 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced MIS Coordinator to join our team in Delhi. The ideal candidate will have 2-5 years of experience in the field. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans for new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of wallet. Ensure portfolio profitability by generating high income per customer. Job ...
Posted 2 months ago
10.0 - 12.0 years
14 - 18 Lacs
Ahmedabad
Work from Office
We are looking for a skilled professional with 10 to 12 years of experience to lead our wealth management team in Ahmedabad. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (P&L) of the region and building market share. Owning and establishing the Tata Capital Wealth Management brand for the regions. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Developing and implementing marketing plans to acquire ne...
Posted 2 months ago
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