Wealth Relationship Manager

Tata Capital Finance Ltd; Ranchi; Presencial; INR 500.000 - 950.000; Jornada completa

Descripción de la vacante

Tata Capital Finance Ltd seeks a Relationship Manager in Ranchi to service HNI clients, profile needs, and offer debt/equity/investment products. You will cross-sell, deepen relationships, and enhance portfolio profitability within a wealth management context.

The role emphasizes exclusive client service, rapid acquisition initiatives, and robust performance tracking in a high-net-worth environment.

Formación

• Address HNI clients for investment requirements with exclusive product bouquet.
• Assist development and implementation of marketing plans to acquire new customers.
• Acquire and manage a group of HNI clients.
• Provide financial products to meet customer needs through profiling.

Responsabilidades

• Deepen relationships by cross-selling to mapped broking clients.
• Enhance profitability by capturing larger wallet share.
• Ensure portfolio profitability and generate income per customer.

Conocimientos

HNI clients

Cross-selling

Portfolio management

Wealth management

Client profiling

Marketing for acquisition

Relationship building

Descripción del empleo

Relationship Manager - Wealth - Ranchi - Satya Ganga Arcade - JM Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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.
• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
• Profiling Customers and provide 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 larger share of Wallet
• Ensure profitability of the portfolio: Generate high Income per Customer
• Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified