Sr. Relationship Manager - Wealth - Sales - Mumbai - Lower Parel - MM* at Tata Capital

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

11 Jun, 26

Salary

0.0

Posted On

13 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Acquisition, Relationship Management, HNI Client Handling, Investment Profiling, Debt Products, Equities, Mutual Funds, Real Estate Products, Cross Selling, Wallet Share Capture, Portfolio Profitability, Networking, Referral Generation, Marketing Plan Implementation, Compliance, Financial Analysis

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. 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.

Responsibilities

The primary responsibility involves acquiring and managing High Net Worth Individual (HNI) clients by profiling them and offering a specialized bouquet of investment products, including debt, equities, and real estate funds, to meet their financial goals. This role also requires deepening relationships through cross-selling and ensuring portfolio profitability by capturing a larger share of the client's wallet.