Relationship Manager - Wealth - Ahmedabad - Iscon Emporio - JM

Tata Capital; Ahmedabad District; On-site; INR 600,000 - 900,000; Full time

Job summary

Tata Capital is hiring for a client-focused role that targets HNI portfolios with a curated product bouquet and superior service. You will profile client needs, provide relevant debt, equity and mutual fund options, and aim to grow wallet share through cross-selling and strong relationship management.

You will also support marketing initiatives to attract corporate clients and manage a growing book of high-net-worth accounts in a dynamic financial services environment.

Qualifications

• MBA/PGDBA/PGPM or equivalent qualification required.
• AMFI and NISM certifications beneficial.
• IRDA certification preferred.

Responsibilities

• Address HNI clients for investment requirements with exclusive product bouquet and seamless service.
• Assist in marketing plans to acquire new corporate customers and formulate acquisition initiatives.
• Acquire and manage a group of HNI clients and profile their needs.
• Provide financial products to meet customer needs and deepen relationships.
• Cross-sell to mapped broking clients and services per customer needs.
• Enhance and retain profitability by increasing wallet share.
• Ensure profitability of the portfolio by achieving high income per customer.
• Acquire new customers who meet product criteria through cross-referral.

Skills

Business Development

Portfolio Analysis

Portfolio Modeling

Portfolio Management

Financial Analytics

Wealth Management

Education

MBA/PGDBA/PGPM

AMFI

NISM

IRDA certified

Job description

Job Description

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