Relationship Manager - Wealth - Mumbai - Goregaon E - JM

Tata Capital; Mumbai; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Tata Capital in Mumbai invites an experienced professional for roles in business development, portfolio analysis, and wealth management. You will engage HNI clients, profile needs, and offer debt, equity, MFs, and real estate products to help achieve investment goals.

You will develop corporate acquisition plans, manage a portfolio, and deepen relationships through cross-selling. AMFI/NISM/IRDA certifications are valued, with growth opportunities in a dynamic financial services environment.

Qualifications

• MBA/PGDBA/PGPM or equivalent qualification required.
• Relevant certifications (AMFI/NISM/IRDA) preferred.
• Experience in high net worth client servicing is advantageous.

Responsibilities

• Address HNI clients for investment requirements with exclusive product bouquet.
• Assist in marketing plans to acquire new corporate customers.
• Acquire and manage a group of HNI clients.
• Profile customers and offer suitable financial products to meet needs.
• Deepen relationships through cross-selling to broking clients and services.
• Aim to enhance profitability and capture a larger wallet share.
• Ensure portfolio profitability and generate high income per customer.
• Acquire new customers meeting product criteria via cross-referrals.

Skills

Business Development

Portfolio Performance Analysis

Portfolio Modeling

Portfolio Management

Business Analytics

Financial Analysis

Wealth Management

Education

MBA/PGDBA/PGPM or Equivalent

AMFI / NISM / IRDA certification

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