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Tata Capital
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Relationship Manager - Wealth

Relationship Manager - Wealth

Tata Capital

5 - 10 years

9 - 10 Lacs

Nagpur

Posted:2 weeks ago| Platform:

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Skills Required

Service delivery Customer profitability Investment products Wealth management IRDA financial products Business analytics Portfolio management HNI client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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Tata Capital

www.tatacapital.com

Financial Services

Mumbai Maharashtra

5001-10000 Employees

1130 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

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Relationship Manager - Wealth

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Relationship Manager - Wealth

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Skills Required

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