Senior Relationship Manager - Wealth Management

Tata Capital Finance Ltd; Ludhiana; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Tata Capital Finance Ltd in Ludhiana is seeking a Sr. Relationship Manager - Wealth to build and nurture long-lasting relationships with high-net-worth clients, offering expert financial advice and wealth management solutions. You will focus on acquiring clients and delivering personalized service.

The role covers portfolio management, cross-selling, market intelligence, and business development to achieve growth targets, with a strong emphasis on profitability and client satisfaction.

Qualifications

• Postgraduate/Graduate in any discipline.
• Experience in wealth management or financial advisory is preferred.
• Strong client-facing and communication skills.

Responsibilities

• Acquire and manage HNI clients with a tailored investment approach.
• Provide wealth management advice and portfolio guidance.
• Cross-sell products and services to enhance wallet share.
• Analyze portfolio performance and market trends.
• Build and expand client relationships through networking.

Skills

HNI client management

Wealth management

Financial advisory

Cross selling

Business development

Education

Postgraduate/Graduate in any discipline

Job description

Sr. Relationship Manager - Wealth - Sales - Ludhiana - Feroze Gandhi Market - MM

Job Purpose

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Main Accountabilities

Client Acquisition and Relationship Management:

• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the 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.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Profiling Customers and providing 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 a larger share of Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire new customers who meet product criteria through cross-referral.
• Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• This role is to acquire B2C or B2B clientele & build a portfolio thereon.
• Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
• Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

• Ensure profitability of the portfolio: Generate high Income per Customer.
• Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

Qualification :

Postgraduate/ Graduate in any discipline