Senior Relationship Manager - Wealth - Sales - Mumbai - Goregaon (E) - MM*
Tata Capital Limited (company site, opens in a new tab)On-siteDirect career pageEst. 10–20 LPA
Posted on 4 Sept
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Job description
Structured overview of role & requirements
About This Role
- Manage and grow a portfolio of High Net Worth Individuals (HNI) by offering investment products like Debt, Equities, Mutual Funds, and Real Estate funds to meet clients' short and long-term goals.
- Drive client acquisition and retention through profiling, cross-selling, and networking to maximize wallet share and portfolio profitability.
- Collaborate with internal teams and assist in marketing and business development activities, including executing micro-events for new client acquisition.
Minimum Requirements
- Experience in handling and acquiring High Net Worth Individual (HNI) clients in wealth management or related financial services.
- Proven skills in cross-selling financial products including Debt, Equities, Mutual Funds, and Real Estate funds.
- Work Experience Required: Not explicitly mentioned in the JD.
- Location: Mumbai - Goregaon (E) as specified in the job title; explicit onsite requirement not stated but implied.
Ideal Candidate Profile
- Experienced in building and managing wealth portfolios focused on maximizing income per customer and increasing wallet share in the HNI segment.
- Has a strong network and referral sourcing ability for client acquisition, aligning with B2C and B2B clientele growth targets.
- Capable of collaborating across research, investment, and compliance teams to deliver accurate, compliant investment solutions.