Relationship Manager - Wealth - Chennai - Centennial Square - JM

TATA Capital; Chennai District; On-site; INR 900,000 - 1,400,000; Full time

Job summary

TATA Capital in Chennai seeks a wealth management professional to manage HNI client portfolios, analyze performance, and model portfolios to hit investment goals. You will profile clients and offer debt, equities, MFs, and real estate products with seamless service delivery.

Role includes cross-selling, revenue growth, and ensuring profitability of each client portfolio while maintaining high advisory standards.

Qualifications

• MBA/PGDBA/PGPM or equivalent qualification.
• AMFI/NISM and IRDA certifications are required.
• Experience in wealth management and client profiling is preferred.

Responsibilities

• Address HNI clients for investment requirements with a curated product bouquet.
• Assist in development and implementation of marketing plans for corporate clients.
• Acquire and manage a group of HNI clients and profile customers.
• Provide financial products to meet customer needs and cross-sell services.
• Enhance profitability by maximizing wallet share and high income per client.
• Ensure portfolio profitability and effective client servicing.

Skills

Portfolio Analysis

Portfolio Modeling

Portfolio Management

Business Analytics

Wealth Management

Financial Analysis

Education

MBA/PGDBA/PGPM or Equivalent

AMFI / NISM, IRDA certified

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