Relationship Manager - Wealth - Delhi - Videocon Towers - JM

TATA Capital; Delhi; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Tata Capital in Delhi seeks a Business Development and Financial Analyst professional to manage HNI client needs, analyze portfolio performance, and model strategies for wealth management. You will profile clients, cross-sell financial products, and drive marketing plans to acquire corporate clients.

Experience in portfolio management and analytics, with AMFI/NISM/IRDA certifications, will support successful client acquisition and revenue growth in this role.

Qualifications

• MBA/PGDBA/PGPM or equivalent required.
• AMFI / NISM, IRDA certifications are preferred.
• Wealth management and corporate client acquisition experience is advantageous.

Responsibilities

• Address HNI clients for investment requirements with a curated product bouquet.
• Assist development and execution of marketing plans to acquire corporate clients.
• Acquire and manage a group of HNI clients.
• Profile customers and offer financial products to meet needs.
• Deepen relationships through cross-selling to broking clients and services.
• Enhance and retain client profitability by increasing wallet share.
• Ensure portfolio profitability by generating high income per customer.

Skills

HNI client management

Portfolio performance analysis

Portfolio modeling

Portfolio management

Business analytics

Wealth management

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