Sr Relationship Manager - Wealth - Sales - Kolhapur - Desai House - MM

Tata Capital; Sangli District; On-site; INR 600,000 - 900,000; Full time

Job summary

Tata Capital is seeking a high-performing professional to lead client acquisition and relationship management with HNI clients in India. The role involves profiling customers, offering a curated suite of debt, equity, mutual funds, and real estate investment products, and delivering superior service to help clients achieve their short- and long-term goals.

The incumbent will expand the client base, cross-sell to mapped broking clients, and collaborate with internal teams to ensure compliant

Qualifications

• Experience in acquiring and managing HNI clients.
• Knowledge of debt products, equities, mutual funds, and fund-based real estate products.

Responsibilities

• Acquire and manage HNI clients with exclusive product bouquet and superior service.
• Profile customers to offer suitable financial products and meet investment goals.
• Deepen relationships by cross-selling to broking clients and services.
• Enhance profitability by increasing wallet share and income per customer.
• Acquire new accounts and collaborate with research, investment, and compliance teams to deliver compliant solutions.

Skills

Client acquisition

Relationship management

Cross-selling

Networking

Financial product knowledge

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.