Sr Relationship Manager - Wealth - Mysore - Sandesh Arcade - MM

Tata Capital; Mysuru District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Tata Capital invites applications for a Wealth Manager role focused on high-net-worth client relationships and personalized investment strategies. The role emphasizes expert financial guidance, portfolio performance insights, and proactive business development to grow the client base.

Responsibilities include client acquisition, relationship nurturing, and cross-functional collaboration to deliver tailored wealth solutions in a dynamic market environment.

Qualifications

• Postgraduate/Graduate in any discipline.
• Strong knowledge of financial markets and investment products.
• Excellent relationship-building and client service skills.

Responsibilities

• Acquire HNI clients and manage relationships, addressing investment needs with a curated product bouquet.
• Support marketing and business development efforts to build a client portfolio (B2C/B2B).
• Collaborate with research, investment and compliance teams to deliver compliant investment solutions.
• Stay updated on market trends and regulatory changes impacting clients.

Skills

Relationship management

Financial advisory

Wealth management

Client acquisition

Portfolio analysis

Business development

Education

Postgraduate/ Graduate in any discipline

Job description

Job Description

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