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Sr. Relationship Manager - Leasing

Sr. Relationship Manager - Leasing

Tata Capital

4 - 12 years

5 - 11 Lacs

delhi delhi india

Posted:3 weeks ago| Platform: Foundit logo

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Skills Required

wealth management portfolio management client acquisition business analytics investment products

Work Mode

On-site

Job Type

Full Time

Job Description

Key Deliverables:

Acquire and manage HNI client relationships through tailored investment offerings
Analyze and optimize portfolio performance to maximize profitability
Provide expert financial advisory across equities, debt, real estate, and MF products
Drive business development via referrals, micro-events, and corporate tie-ups

Role Responsibilities:

Ensure high income per customer and strong wallet share retention
Collaborate with internal teams to deliver compliant and effective solutions
Stay current on market trends and financial regulations
Cross-sell and upsell products aligned to client profiles and goals

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