Senior Relationship Manager - Wealth Management Sales

Tata Capital Finance Ltd; Ahmedabad District; Sur place; INR 900 000 - 1 300 000; Plein temps

Résumé du poste

Tata Capital Finance Ltd in Ahmedabad is seeking a Sr. Relationship Manager - Wealth - Sales to manage HNI clients, profile their investment needs and offer debt, equities, mutual funds, and fund-based real estate products.

The role focuses on acquiring and servicing high-net-worth clients with a seamless, client-centric approach. You will deepen relationships through cross-selling, coordinate with research, investment and compliance teams, and drive profitability and wallet share for the client

Description du poste

Sr. Relationship Manager - Wealth - Sales - Ahmedabad - Navrangpura - MM 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.