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

Tata Capital; Mumbai; Vor Ort; INR 700.000 - 1.100.000; Vollzeit

Zusammenfassung

Tata Capital in Mumbai seeks an experienced RM professional to acquire HNI clients and manage investment solutions. You will profile clients, offer debt, equities, mutual funds, and real estate products, and deepen relationships through cross-selling and higher wallet share.

You will develop marketing plans to attract corporate and B2C/B2B clients, collaborate with research, investment, and compliance teams, and drive profitability of the portfolio through strategic client engagement.

Qualifikationen

• Experience in acquiring HNI clients and managing high-net-worth portfolios.
• Ability to profile customers and offer appropriate investment products.
• Strong networking and referral-building skills.
• Understanding of debt, equities, mutual funds, and real estate products.

Aufgaben

• Acquire and manage HNI clients and build profitable portfolios.
• Develop marketing plans to acquire corporate and individual clients.
• Coordinate with research, investment, and compliance teams to deliver compliant solutions.
• Cross-sell services to mapped clients and increase wallet share.

Kenntnisse

Client acquisition

Relationship management

Cross-selling

Financial products knowledge

Marketing & BD

Jobbeschreibung

Job Description:

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.

Requirements: