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Tata Capital
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Senior Relationship Manager - Wealth - Sales

Senior Relationship Manager - Wealth - Sales

Tata Capital

2 - 7 years

7 - 12 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

hni sales financial products relationship management wealth management real estate estate networking business development financial services investment products broking marketing portfolio service delivery business growth acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly skilled and experienced Senior Relationship Manager to join our team in Mumbai. The ideal candidate will have 2-7 years of experience in sales, relationship management, or a related field. Roles and Responsibility
Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery.
Acquire and manage a group of HNI clients, providing financial products to meet their needs.
Deepen relationships by cross-selling 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.
Network and seek referrals to expand the client base and contribute to business growth targets.
Assist in developing and implementing marketing plans for acquiring new corporate customers and formulate acquisition initiatives.
Acquire new accounts from groups and collaborate with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions to clients.

Job
Minimum 2 years of experience in sales, relationship management, or a related field.
Strong knowledge of financial products, including Debt products, Structures, Equities, MFs, and Fund-based Real Estate products.
Excellent communication and interpersonal skills are required to build strong relationships with clients and internal teams.
Ability to stay up-to-date with industry trends, economic developments, and regulatory changes impacting clients'' financial positions.
Strong analytical and problem-solving skills are necessary to provide tailored investment solutions.
Experience in managing and growing a portfolio of high net worth exclusive clients is preferred.
A graduate degree is required; an MBA/PGDM is preferred.

About Company
TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, offering a range of investment products and services to its clients.

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Tata Capital

Financial Services

Mumbai Maharashtra

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Senior Relationship Manager - Wealth - Sales