Sr. Relationship Manager - Wealth - Sales - Pune - Baner - MM
Tata Capital Limited (company site, opens in a new tab)On-siteDirect career pageEst. 12–25 LPA
Posted on 7 Sept
Reach people at Tata Capital Limited
People at this company you can reach
Log in to see who works here
Create a free account or log in to see the people at Tata Capital Limited you could write to:
- Recruiters & HR
- People in this function
- Work addresses
Your match
Against your primary resume
Log in to see your match score
Create a free account or log in to unlock your CV match score across:
- Role fit
- Experience
- Industry relevance
Protocol Intelligence
How competitive this role is
Competition
Background fit
Strictness
Log in to see why each signal reads the way it does.
Job description
Structured overview of role & requirements
About This Role
- Acquire and manage a portfolio of High Net Worth Individuals (HNIs) addressing their investment needs across Debt products, Equities, Mutual Funds, and Real Estate.
- Deepen client relationships through profiling, cross-selling, and ensuring high income generation per customer to enhance portfolio profitability.
- Support business growth by networking, seeking referrals, assisting in marketing plans, and executing client acquisition initiatives including micro-events.
Minimum Requirements
- Experience required: Not explicitly mentioned in the JD.
- Knowledge of investment products including Debt, Equities, Mutual Funds, and Fund-based Real Estate products.
- Ability to profile HNI clients and offer tailored financial solutions.
- Location requirement: Pune - Baner (implied by job title).
Ideal Candidate Profile
- Experienced in managing and growing HNI client relationships with strong sales and acquisition focus.
- Proficient in cross-selling and portfolio profitability enhancement through client wallet share expansion.
- Capable of collaborating across internal teams (research, investment, compliance) for compliant and accurate investment delivery to clients.