wealth relationship manager

Job Title: Wealth Manager Tata Capital

Core Responsibilities

1. Client Acquisition & Onboarding

• Pro-actively identify, qualify, and onboard High-Net-Worth Individuals (HNIs) and Ultra-HNWIs.

• Leverage personal network, referrals, and micro-events to generate fresh leads.

• Conduct risk-profiling exercises to align investments with client goals and temperament

2. Portfolio Planning & Management

• Build tailor-made investment plans spanning equities, debt instruments, mutual funds, structured products, and real estate funds

• Collaborate with internal research and product teams to structure compliant solutions

• Perform periodic portfolio reviews, adjusting strategies based on market developments and evolving client needs .

3. Relationship Deepening & Cross-Selling

• Strengthen relationships through value-added interactions and reporting (monthly market insights, client reviews, newsletters)

• Cross-sell Tata Capital’s suite of offerings (loans, insurance, business financing, etc.) to meet broader client financial needs

Business Development & Marketing

• Support creation and execution of targeted marketing initiatives, micro-events, and seminars to attract affluent clientele .

• Build strategic partnerships and integrate with internal sales functions to widen referral networks .

Performance & Financial Acumen

Maintain portfolio profitability by maximizing client revenue through advisory fees, product yield, and up-selling

• Keep abreast of macroeconomic trends, regulatory changes, and market dynamics to inform investment ideas .

Qualifications & Skills

Qualification

Requirements

Education

Graduate or MBA/PGDM in Finance, Commerce, Economics (CFA/CFP preferred)

Certifications

NISM, IRDA certifications required

Experience

3–10 years in wealth or relationship management with an HNI focus

Required Skills

Client acquisition, portfolio construction, product structuring, financial analysis, compliance, sales/BD

Ideal Candidate Profile

• Client-centric and entrepreneurial – adept at forging deep connections and uncovering financial needs.

• Strong analytical ability with a product-agnostic approach rooted in in-house research.

• Excellent communication and networking capabilities – comfortable conducting events and building referral channels.

• Self-motivated, target-driven, and results oriented with a focus on growing overall client wallet.

What Tata Capital Offers

• Access to Tata Group’s extensive product suite, research, and service ecosystem.

• Opportunities across premium client segments: individuals, businesses, and NRIs.

• A structured platform supporting wealth advisory, protection, and financing solutions

Why This Role Stands Out

This position is acquisition-heavy, emphasizing proactive sourcing of high-value clients,

execution of targeted outreach, and building scale within a premium client portfolio. It needs

someone who thrives on creating momentum—leading efforts to expand business via client acquisition, relationship depth, and cross-business exposure—while leveraging Tata Capital’s comprehensive wealth ecosystem.