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Relationship Manager - Wealth - Mumbai - Lower Parel - JM - *CH*

Relationship Manager - Wealth - Mumbai - Lower Parel - JM - CH

Tata Capital

2 - 7 years

7 - 11 Lacs

Mumbai

Posted:1 day ago| Platform:

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Skills Required

business development financial products portfolio wealth management performance analysis hni amfi real estate investment advisory sales investment products broking marketing relationship management mutual funds sales mf acquisition mutual funds

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. 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 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 customer.

Job

MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred.

Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development.

Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products.

Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients.

Ability to work in a fast-paced environment and meet sales targets.

Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

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Tata Capital

Financial Services

Mumbai Maharashtra

5001-10000 Employees

3543 Jobs

Key People

Rajesh Sethi

Managing Director & CEO
Supratim Bandyopadhyay

Chief Financial Officer
Ravi K. S. R.

Chief Technology Officer

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Relationship Manager - Wealth - Mumbai - Lower Parel - JM - CH