Relationship Manager - Wealth

Tata Capital Finance Ltd; Ahmedabad District; On-site; INR 600,000 - 750,000; Full time

Job summary

Tata Capital Finance Ltd in Ahmedabad seeks a Relationship Manager - Wealth to manage HNI client investments and provide a curated range of debt, equities, mutual funds, and real estate products. You will deliver tailored solutions, profiling clients to meet short and long-term goals.

Responsibilities include acquiring new clients, managing HNI portfolios, and deepening wallet share through cross-selling. Certifications (AMFI/NISM/IRDA) are advantageous.

Qualifications

• MBA/PGDBA/PGPM or Equivalent with AMFI/NISM or IRDA certification.
• Experience advising HNI clients; cross-selling high-value products.
• Strong profiling and portfolio allocation skills.

Responsibilities

• Address HNI clients for investment requirements with exclusive product bouquet.
• Assist in marketing plans to acquire new customers in corporate space.
• Acquire and manage a group of HNI clients.
• Profile customers and provide tailored financial products.
• Deepen relationships through cross-selling to mapped broking clients.
• Enhance and retain profitability by increasing wallet share.
• Generate high income per customer and ensure portfolio profitability.

Skills

Business Development

Portfolio Performance Analysis

Portfolio Modeling

Portfolio Management

Wealth Management

Financial Analysis

Business Analytics

Education

MBA/PGDBA/PGPM or Equivalent

AMFI / NISM / IRDA certified

Job description

Relationship Manager - Wealth - Ahmedabad - Iscon Emporio - JM 11100

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