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Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - JM at Tata Capital

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

12 Aug, 26

Salary

0.0

Posted On

14 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Portfolio Management, Business Development, Financial Analysis, HNI Client Handling, Cross Selling, Portfolio Modeling, Business Analytics, Investment Profiling, Debt Products, Equities, Mutual Funds, Real Estate Products, Customer Acquisition, Relationship Management, Financial Planning

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

Manage and acquire High Net Worth (HNI) clients by providing tailored investment solutions across debt, equity, and mutual funds. Focus on deepening client relationships through cross-selling and maximizing portfolio profitability and wallet share.