Relationship Manager - Wealth - Sales - Surat - Reegus Business Centre - JM*
Tata Capital Limited (company site, opens in a new tab)SuratOn-siteDirect career pageEst. 6–12 LPA
Posted on 17 Sept
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Job description
Structured overview of role & requirements
About This Role
- Manage a portfolio of High Net Worth Individuals (HNI) clients by addressing their investment needs through a variety of products including Debt, Structured Products, Equities, Mutual Funds, and Fund-based Real Estate.
- Develop and implement marketing plans for acquiring new corporate and HNI customers and drive cross-selling to deepen client relationships and increase wallet share.
- Ensure portfolio profitability by generating high income per customer, retaining customer profitability, and expanding client base through targeted acquisition initiatives.
Minimum Requirements
- MBA/PGDBA/PGPM or equivalent qualification.
- Mandatory certifications: AMFI, NISM, IRDA.
- Experience with wealth management or financial advisory focused on HNI clients. Work Experience Required: Not explicitly mentioned in the JD.
- Location or notice period not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experienced in managing HNI client portfolios with strong skills in product profiling and financial needs analysis.
- Proven track record in business development, client acquisition, and cross-selling in a wealth management or financial services environment.
- Able to drive profitability through effective portfolio management and customer relationship deepening strategies.