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Tata Capital

Relationship Manager - Wealth - Bengaluru - Prestige Corniche - JM

Bengaluru · On-site
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About this role

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

 

Company at a glance

Tata Capital Limited, a holistic financial services provider, caters to the diverse needs of retail, housing, SME, and corporate customers with a pan-India network of 1500+ branches. Its range of offerings includes Consumer Finance, Housing Finance, Commercial Finance, Cleantech Finance, Microfinance, Debt Syndication, Private Equity, and Credit Cards.

Founded2007
Team Size5,001-10,000 employees
WorkspaceOn-site
IndustryFinancial Services
Location
Bengaluru, Karnataka, India
Websitetatacapital.com
LinkedInLinkedIn

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