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Sr. Relationship Manager - Wealth - Kolkata Park Plaza (Part 02) - MM* at Tata Capital

Kolkata, west bengal, India -

Full Time

Start Date

Immediate

Expiry Date

03 Oct, 26

Salary

0.0

Posted On

05 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Acquisition, Relationship Management, Financial Profiling, Wealth Management, Cross Selling, Portfolio Management, Networking, Investment Advisory

Industry

Financial Services

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.

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 and increasing portfolio profitability through strategic cross-selling and networking.