Relationship Manager - Wealth

Tata Capital Finance Ltd; Bengaluru; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Tata Capital Finance Ltd is seeking a Relationship Manager - Wealth in Bengaluru to service HNI clients and tailor investment solutions. You will profile clients, recommend debt, equities, MFs and real estate products, and deliver seamless service to help achieve short- and long-term goals.

In this role you will cross-sell to mapped broking clients, build profitable portfolios, and deepen client relationships through disciplined, results-oriented wealth management practices.

Qualifications

• Profile high-net-worth individuals and tailor investment solutions.
• Cross-sell and deepen client relationships across wealth products.
• Develop and implement strategies to acquire new HNI clients.

Responsibilities

• Address HNI client investment requirements with exclusive product bouquet.
• Profile clients and provide financial products to meet needs.
• Deepen relationships by cross-selling to mapped broking clients and services.

Skills

Business development

Portfolio analytics

Portfolio modeling

Portfolio management

Business analytics

Financial analysis

Education

MBA/PGDBA/PGPM or equivalent

AMFI / NISM / IRDA certified

Job description

Relationship Manager - Wealth - Bengaluru - Prestige Corniche - JM - *Bengaluru_PC* 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