Relationship Manager - Wealth Job in Delhi at Tata Capital

Tata Capital is hiring for the role of Relationship Manager - Wealth! 

Responsibilities of Candidate: 

• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their 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.
• Assist in 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 providing financial products to meet customer needs.
• Deepen the relationship by Cross-selling to mapped broking clients and Services according to Customer Needs.
• Enhance and 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-refer. 

Requirements: 

• MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM, IRDA certified.