Senior Relationship Manager - Wealth - Sales - Mumbai - Goregaon (E) - MM*

TATA Capital; Mumbai; On-site; INR 1,500,000 - 2,400,000; Full time

Job summary

A leading financial services company in Mumbai is looking for an experienced professional to manage relationships with high-net-worth clients. The role focuses on providing top-tier financial advice and personalized wealth management solutions, along with responsibilities in business development and portfolio management. Candidates should be knowledgeable in financial markets and committed to delivering exceptional client service. This position offers a dynamic work environment in one of India's leading firms.

Qualifications

• Experience in building strong relationships with high-net-worth clients.
• Deep understanding of financial markets and investment products.
• Commitment to exceptional client service.
• Commitment to delivering exceptional client service.
• Involvement in Business Development, Portfolio Performance Analysis, Modelling and Management.

Responsibilities

• Responsible for client relationship management.
• Deliver expert financial advice and wealth management solutions.
• Conduct portfolio performance analysis and business analytics.
• Support portfolio management and business analytics.
• Deliver exceptional client service and financial insights.

Skills

Relationship Management

Financial Markets Knowledge

Wealth Management Solutions

Business Development

Portfolio Management

Education

Bachelor's degree in Finance/Commerce

Tools

CRM software

Excel

Portfolio modelling tools

Job description

Job Description

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

Job Info

• Job Identification 39287
• Posting Date 01/10/2026, 09:06 AM
• Locations Office No. 13, 13th Floor, North Side, Romell Tech Park, Off Western Express Highway, Village Pahadi, Goregaon (East), Mumbai, Maharashtra - 400063, Mumbai, Maharashtra, 400063, IN