TATA Capital is Hiring for Relationship Manager – Wealth Roles. Here is everything that you need to know about this post!
TATA Capital job Overview
- Company – TATA Capital
- Role – Relationship Manager – Wealth
- Qualification – Master’s degree
- Location – Delhi, Bengaluru, Pune, Chennai, Kolkata, Hyderabad
- Experience – Fresher or Experienced
JOB DESCRIPTION
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.
Roles and Responsibilities:
- 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
Basic Qualifications
- MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Apply link
For Delhi – CLICK HERE
For Bengaluru – CLICK HERE
For Pune – CLICK HERE
For Chennai – CLICK HERE
For Kolkata – CLICK HERE
For Hyderabad – CLICK HERE
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