Sr Relationship Manager - Wealth - Sales - Coimbatore - Maple Tower - MM*

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

Job summary

Tata Capital invites applications for a Client Acquisition and Relationship Manager role focused on HNI clients in the financial services division. You will profile client needs and offer a broad range of investment products, including debt, equities, mutual funds, and fund-based real estate options, delivering superior service.

You will deepen client relationships through cross-selling, acquire new customers via referrals, and coordinate with research, investment and compliance teams to ensure

Qualifications

• Experience with HNI clients and exclusive product offerings.
• Profiling customers to match financial products with needs.
• Cross-selling to broking clients and other services.

Responsibilities

• Address HNI clients for investment requirements with debt, equities, MFs and real estate products.
• Acquire and manage a group of HNI clients; build profitable portfolios.
• Deepen relationships through cross-selling and larger wallet share.
• Acquire new accounts via referrals and networking to drive business growth.
• Collaborate with internal teams to ensure compliant investment solutions.

Skills

Client acquisition

Relationship management

Cross selling

Networking

Job description

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.