Sr. Relationship Manager - Wealth - Sales - Ludhiana - Feroze Gandhi Market - MM
Tata Capital Limited (company site, opens in a new tab)LudhianaOn-siteDirect career pageEst. 6–14 LPA
Posted on 8 Sept
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Job description
Structured overview of role & requirements
About This Role
- Build and manage relationships with high-net-worth individuals (HNI), delivering tailored wealth management solutions across various investment products.
- Drive business development through client acquisition, cross-selling, and networking to expand client base and meet growth targets.
- Analyze portfolio performance and collaborate with internal teams to ensure accurate, compliant, and profitable portfolio management.
Minimum Requirements
- Graduate or Postgraduate degree in any discipline.
- Experience with HNI client acquisition and relationship management in wealth management noted but exact years not specified.
- Deep knowledge of financial markets, investment products including Debt, Equities, Mutual Funds, Fund-based Real Estate products.
- Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experienced in managing and growing portfolios for high-net-worth clients with a focus on profitability and income per customer.
- Comfortable executing business development activities, including organizing micro-events and leveraging networks for referrals.
- Able to collaborate effectively with research, investment, and compliance teams to deliver comprehensive investment solutions.