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Metro-based senior wealth-sales role, popular title, and strong Tata brand create high candidate competition.
Requires finance and HNI relationship expertise, so candidates from other industries transfer poorly.
No explicit years or certifications but likely HNI wealth experience required, giving medium strictness.
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.
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.
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.