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Tata Capital
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Relationship Manager - Wealth

Relationship Manager - Wealth

Tata Capital

3 - 7 years

0 Lacs

hyderabad telangana

Posted:1 week ago| Platform: Shine logo

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Skills Required

business development portfolio performance analysis portfolio management business analytics wealth management portfolio modeling financial analyst

Work Mode

On-site

Job Type

Full Time

Job Description

As a Business Development and Financial Analyst, your role will involve addressing HNI clients" investment requirements by offering a diverse range of financial products and providing superior service delivery. Your responsibilities will include: - Addressing HNI clients" investment requirements by offering a variety of financial products such as Debt products, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products - Assisting in the development and implementation of marketing plans to acquire new customers in the corporate space - Acquisition and management of a group of HNI (High Net Worth Exclusive) clients - Profiling customers and recommending financial products to meet their needs - Cross-selling to mapped broking clients and providing services according to customer needs - Enhancing and retaining customer profitability by capturing a larger share of the wallet - Ensuring the profitability of the portfolio by generating high income per customer - Acquiring new customers who meet the product criteria through cross-referral Qualifications required for this role include: - MBA/PGDBA/PGPM or Equivalent - AMFI/NISM/IRDA certified If there are additional details about the company in the job description, please provide the information for a more comprehensive overview.,

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Tata Capital

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Mumbai Maharashtra

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Relationship Manager - Wealth