Relationship Manager - Wealth - Pune - Baner - JM

Tata Capital; Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Tata Capital in Pune seeks a Business Development and Wealth Management specialist to service HNI clients, profiling needs and offering debt, equity, MFs, and real estate funds.

You will build corporate acquisition plans, manage client portfolios, and drive cross-selling while ensuring profitability and client satisfaction through superior service.

Qualifications

• MBA/PGDBA/PGPM or equivalent with relevant financial certifications.
• Experience in HNI client handling and wealth management products.
• Strong profiling and cross-selling abilities.

Responsibilities

• Address HNI clients for investment requirements with a broad product bouquet and service delivery.
• Develop and implement marketing plans for acquiring new corporate customers.
• Acquire and manage a group of HNI clients.
• Profile customers and provide financial products to meet needs.
• Deepen relationships by cross-selling to mapped broking clients and services.
• Enhance & retain customer profitability by capturing larger wallet share.
• Ensure profitability of the portfolio with high income per customer.
• Acquire new customers who meet product criteria through cross-referrals.

Skills

Business Development

Portfolio Performance Analysis

Portfolio Modeling

Portfolio Management

Business Analytics

Financial Analyst

Wealth Management

Education

MBA/PGDBA/PGPM or Equivalent

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