Sr Relationship Manager - Wealth - Sales - Pune - Baner - MM

Tata Capital; Pune District; On-site; INR 600,000 - 800,000; Full time

Job summary

Tata Capital invites experienced professionals to lead client acquisition and relationship management with HNI clients, offering a curated bouquet of debt, equity, mutual funds and other investment products.

The role focuses on profiling clients, cross-selling, and expanding the client base through referrals, while coordinating with internal teams to ensure compliant investment solutions and sustainable portfolio profitability.

Responsibilities

• Acquire and manage HNI clients for investment needs with a broad product bouquet.
• Profile customers and provide financial products to meet needs.
• Cross-sell to broking clients and services.
• Enhance profitability by increasing wallet share.
• Network for referrals to grow the client base.

Skills

Client acquisition

Relationship management

Cross-selling

Networking

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.

Requirements: