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Sr. Relationship Manager - Wealth - Sales

2 - 7 years

7 - 12 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description


We are looking for a skilled professional to join our team as a Sr. Relationship Manager - Wealth in Hyderabad, with 2-7 years of experience. 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 within internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions to clients.

  •  Job
  • Minimum 2 years of experience in sales, preferably in wealth 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 relationship-building skills.
  • Ability to stay up-to-date with industry trends, economic developments, and regulatory changes impacting clients'' financial positions.
  • Strong analytical and problem-solving skills.
  • Experience in managing and growing a portfolio of HNI clients.
  • A graduate degree is required for this position.

  •  Additional Info
    The company offers a dynamic work environment and opportunities for professional growth and development.

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    Tata Capital
    Tata Capital

    Financial Services

    Mumbai Maharashtra

    5001-10000 Employees

    3543 Jobs

      Key People

    • Rajesh Sethi

      Managing Director & CEO
    • Supratim Bandyopadhyay

      Chief Financial Officer

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