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Relationship Manager - Wealth - Bengaluru - Prestige Corniche - JM at Tata Capital

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

20 Jun, 26

Salary

0.0

Posted On

22 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management, Business Analytics, Financial Analyst, Wealth Management, HNI Client Servicing, Investment Requirements, Product Offering, Customer Profiling, Cross Selling, Customer Retention, Acquisition Initiatives, Debt Products, Equities

Industry

Financial Services

Description

11100 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

Responsibilities

The primary responsibility involves addressing the investment requirements of HNI clients by offering exclusive products and superior service to help them achieve their financial goals. This includes acquiring and handling a group of HNI clients, profiling them, and cross-selling services to deepen relationships and enhance portfolio profitability.