Sr Relationship Manager - Wealth - Sales - Kolhapur - Desai House - MM
Tata Capital Limited (company site, opens in a new tab)On-siteDirect career pageEst. 8–16 LPA
Posted on 24 Sept
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Job description
Structured overview of role & requirements
About This Role
- Acquire and manage a portfolio of High Net Worth Individual (HNI) clients, addressing their investment needs with products like Debt, Equities, Mutual Funds, and Fund-based Real Estate.
- Drive revenue growth by deepening client relationships through cross-selling and capturing a larger share of wallet to ensure portfolio profitability.
- Support marketing and business development initiatives including executing micro-events and collaborating with internal teams for compliant investment product delivery.
Minimum Requirements
- Experience Required: Not explicitly mentioned in the JD.
- Mandatory domain expertise in wealth management and relationship management with HNI clientele.
- Knowledge of various financial products including Debt, Equities, Mutual Funds, and Real Estate investment products.
- Not explicitly mentioned: Notice period, mandatory degree, or strict location requirements beyond Kolhapur implied by role title.
Ideal Candidate Profile
- Demonstrated ability to acquire and retain HNI clients with a focus on profitability per customer.
- Experience in B2C or B2B client acquisition and capability to contribute to business growth through referrals and networking.
- Comfortable working collaboratively with research, investment, and compliance teams to deliver tailored and compliant financial solutions.